PRELIMINARY AGENDA

Monday, October 13, 2008

11:30 a.m. - 1:30 p.m.    Executive Board Meeting - Luncheon, Greeley Room

2:00 p.m. - 3:00 p.m.      Legislative Meeting, Greeley Room

3:45 p.m. - 4:30 p.m.      Division Meetings, if necessary, Greeley Room

5:00 p.m. - 6:00 p.m.      Registration, Pre-Function Area

                                    Evening refreshments sponsored by First American Real Estate Tax Service, Pre-Function Area

6:00 p.m. - 8:00 p.m.      Welcoming Buffet, co-sponsored by Colorado CustomWare and CCTA

                                    Evening refreshments sponsored by Colorado CustomWare, Salons A-D   

Tuesday, October 14, 2008

7:30 a.m. - 8:00 a.m.      Registration, Pre-Function Area

                                    Continental Breakfast sponsored by Nationwide Retirement Solutions, Pre-Function Area

8:00 a.m. - 9:30 a.m.      Presentation of the Colors, Larimer County Sheriff’s Office Honor Guard

                                    Business Meeting for all Treasurers, Salon D

                                    Call to Order and Welcome by President Susan Cochell, Baca County

                                    Invocation, Mack Crowther, Conejos County

                                    Treasurer’s Report, Mack Crowther, Conejos County

                                    Roll Call and Minutes, Jan Stout, San Miguel County

9:30 a.m. - 10:30 a.m.    “Archive and Record Retention; Paper, Imaging, and Digital,” Terry Ketelsen, Colorado State Archivist, Salon D

10:30 a.m. - 10:45 a.m.  Refreshment Break sponsored by CSAFE and Davidson Fixed Income Management, Pre-Function Area

10:45 a.m. - 11:45 a.m.  “How to Get Off the Bench,” Susie Wargin, 9News Sports Anchor, Salon D

11:45 a.m. - 1:45 p.m.    Lunch on your own                                            

1:45 p.m. - 3:00 p.m.      “Basics of Investing in the Market Place,” Dr. Sue Hine, Department of Finance, Colorado State University, and “County Treasurer’s Statutory Investment Duties,” Loren Schall, Senior Appellate Deputy District Attorney, Larimer County, Salon D

3:00 p.m. - 3:15 p.m.      Refreshment Break sponsored by Castle Meinhold & Stawiarski, LLC, Pre-Function Area

3:15 p.m. - 4:15 p.m.      “Bankruptcy and Taxes,” David Schmidt, Audit and Compliance Officer, City and County of Broomfield, Salon D

4:15 p.m. - 5:30 p.m.      Treasurer’s Open Discussion, moderated by Ed Murray, La Plata County Treasurer, Salon D

5:30 p.m. - 7:00 p.m.      Social Hour sponsored by U.S. Bank, Room 150

Wednesday, October 15, 2008

8:00 a.m. - 8:30 a.m.      Registration, Pre-Function Area

                                    Continental Breakfast sponsored by Morgan Keegan, Pre-Function Area 

8:30 a.m. - 10:00 a.m.    “Tax Lien Sale – Internet vs Live Bidding,” John Lefebvre, Weld County Treasurer, and Diane Martell, Larimer County Treasurer’s Support Supervisor, Salon D

10:00 a.m. - 10:15 a.m.  Refreshment Break sponsored by Government Technology Systems, LLC, Pre-Function Area

10:15 a.m. - 10:45 a.m.  “Treasurer’s Deeds,” Michele Pelfresne, Civil Deputy, and Diane Martell, Treasurer’s Support Supervisor, Larimer County, Salon D

10:45 a.m. - 11:45 a.m.  “Public Deposit Protection Act,” Linda Behm, Colorado Division of Banking, Financial Credit Examiner, Salon D

11:45 a.m. - 1:45 p.m.    Lunch on your own

1:45 p.m. - 3:00 p.m.      “United States Mint, Denver, 100 Years of Change,” Guillermo Hernandez, Public Affairs Officer, United States Mint, Salon D

3:00 p.m. - 4:00 p.m.      “Redemption Rights,” Rich Krohn, CCTA Attorney, Dufford, Waldeck, Milbourn, & Krohn, LLP

                                     Salon D

4:45 p.m.                      Load Buses to the Candlelight Dinner Playhouse, Johnstown

5:30 p.m. - 6:30 p.m.      Evening Refreshments sponsored by MBIA Asset Management Group

6:30 p.m. - 7:30 p.m.      Dinner sponsored by COLOTRUST

7:30 p.m. - 10:00 p.m.    Musical, “Nunsensations” sponsored by COLOTRUST             

10:00 p.m.                     Buses return to the Marriott

Thursday, October 16, 2008 - Public Trustee Day

8:00 a.m. - 9:00 a.m.      Registration, Pre-Function Area

Breakfast Buffet sponsored by Government Technology Systems, LLC,

Pre-Function Area      

9:00 a.m. - 9:15 a.m.      Public Trustee Business Meeting, Salon D

                                    Call to Order and Welcome by President Sandra Berry, Kit Carson County

Invocation by Mack Crowther, Conejos County

                                    Pledge of Allegiance led by Jim Covington, Lincoln County

                                    Roll Call and Minutes, Patty Bartlett, Logan County

9:15 a.m. - 10:00 a.m.    Legislative Reports, Bob Sagel, Morgan County, Peg Ackerman, President, Ackerman Information Corp. and Debbie Wagner, Vice President, Ackerman Information Corp. Salon D  

10:00 a.m. - 10:15 a.m.  Refreshment Break sponsored by, Simplifile, Pre-Function Area 

10:15 a.m. - 12:00 p.m.  Questions and Answers, Rich Krohn, CPTA Attorney, Dufford, Waldeck, Milbourn, & Krohn, LLP

                                    Salon D

12:00 p.m. – 1:30 p.m.   Lunch as a group sponsored by Castle Meinhold & Stawiarski, LLC, Salon E

1:30 p.m. - 3:30 p.m.      Public Trustee Round Table, moderated by Patty Bartlett, Logan County, Carol Snyder, Adams County, Bob Sagel, Morgan County, Salon D

           BANQUET

6:00 p.m. - 7:00 p.m.      Evening refreshments sponsored by Colorado Diversified Trust, Salon D

7:00 p.m. - 8:00 p.m.      Dinner, Salon E

7:00 p.m. - 10:00 p.m.    Evening refreshments sponsored by Colorado Diversified Trust, Salon E

7:30 p.m. - 10:00 p.m.    Entertainment by “Barely Gettin’ By,” sponsored by Colorado Diversified Trust, Salon E

Friday, October 17, 2008

7:00 a.m. - 9:30 a.m.     Breakfast Buffet co-sponsored by Certified Payments and CCTA, Windsor Room   

Daily   Hospitality Room sponsored by Liberty Savings Bank, Room 150