BANKING SERVICES CONFERENCE

Presented Jointly by:

Thursday, May 17 and Friday, May 18 , 2007

The Abbey Resort, Fontana, Wisconsin

Instructional Method - Group-Live

 Registration: Click here

Who Should Attend:

Treasurers, cash managers, finance directors, and other finance officers who are responsible for obtaining or monitoring banking services for a governmental entity.

Program Description: 

Program participants will be provided with a detailed description of services offered by banks and how best to obtain those services.  The course also will include a detailed analysis of banking services, requests for proposals (RFP), and guidance on how to develop an RFP for your government entity.

Prerequisites and Preparation:  No advanced preparation

Learning Objectives:

• Review banking services available
• Understanding collection services, disbursement services, and investment services
• Review methods of paying for banking services
• How to use compensating balances
• How to use fees
• Understanding the RFP process
• Knowing how to develop a banking services RFP
• Evaluating banking technology

Instructors: 

James Beasley, President, J.F. Beasley & Co., Inc.

Stan Helgerson, Finance Director, Village of Carol Stream

Robert Scott, Director of Finance/Treasurer, City of Brookfield

Pete Pulos, Treasury Manager, JP Morgan Chase

Tom Harkless, Senior Banker, JP Morgan Chase

CPE Credits:  10.5

Seminar Time:

Thursday, May 17: 

Registration:  8:30 - 9:00 AM

Eduactional Sessions:  9:00 AM - 4:45 PM

Friday, May 18:  9:00 AM - 12:00 PM

Agenda:  Click Here

Registration form: Click here

Registration Fee: 

IGFOA Members:  $210

WGFOA Members:  $125

Non-Members: $300

Hotel Room Reservation:

The Illinois GFOA will be processing the hotel reservations. An advance deposit of one night's room rate must be paid to hold reservation.  Hotel reservations are processed with the registration form.  To receive the advertised rate, you must reserve your room through the online registration.

Single Rate:  $72

Double Rate:  $72

Triple Rate:  $107

Quad Rate:  $122

The Illinois Government Finance Officers Association is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.  Web site:  www.nasba.org