E-Help 08/31/2007
INCLUDES:
1.
Institute- Nov 11-15
2.
Public Treasurer’s Financial Symposium: Rosemont
3.
CDARS free Webinars 9/6 & 13
4.
Southern Regional Meeting- Mt. Vernon
5.
Northern Regional Meeting- Lisle Woodridge Fire District
6.
Seeking
samples of
“Master Plan”- Oblong
7.
IMTA
Recruitment Incentives
8.
Illinois Funds new web address
“Thanks again to everyone that has contributed information in the past. If you
have questions, please feel free to send me your request. If you are responding
to a request, please send your response to the requester and include me as a
“cc”. Thanks again!”
Michael Peterson
mpeterson@villageofgrayslake.com
www.imtausa.org
www.aptusc.org
www.publictreasuryinstitute.com/bookshop/catalog.do
1.
INSTITUTE- Keep these dates open, more info and registration forms to follow.
November 11-15, 2007
Hotel Pere Marquette, Peoria
Room Rates:
$99, block to be released on October 21, 2007
Phone: (309) 637-6555
Jo Ellen Hickenbottom, Program Coordinator
Eastern Illinois University
jhickenbottom@eiu.edu
2. Public Investor’s Financial Symposium
This year’s symposium will provide an overview of finance, accounting and
budgeting topics.
Registration is
Free!!! Register at
http://www.treasurer.il.gov/programs/illinois-funds/market-news-events.aspx
For more information, please call (312) 814-8953
September 20 & 21, 2007
Crowne Plaza Hotel, Rosemont
5440 N. River Road, Rosemont
Room
discount &
block to be released on
Aug 30, 2007
Event code for room reservations is SYM
Phone:
847.671.6350
IMTA members attending this event are eligible for certification points.
3.
CDARS
Certificate of Deposit Account Registry Service
4. Southern Regional Meeting- Mt. Vernon
October 5th, Friday
Mt. Vernon Municipal Building
200 Potomac Blvd
Mt. Vernon IL
Session topics include: Auditing controls in a small organization, Identity
theft & online security, Illinois Funds, IRS Payroll Taxes,
Erik Bush
“From Finance Director to City Manager”.
Contact:
Niccy Cook
Belleville IL
ncook@belleville.net
618.233.6810
5. Northern Regional Meeting- Lisle Woodridge Fire District
Thursday, September 20, 2007
Registration 8:30 – 9:00
Meeting 9:00 – 3:00
Cost: Free
Contact:
Mark Nannini
City of Crystal Lake
mnannini@crystallake.org
815.459.2020
Cathy
Hojek
Lisle Woodridge Fire District
1005 School Street
Lisle, IL 60532
chojek@lwfd.org
630.353.3068
Agenda:
Fraud: Prevention Visited
Check 21 & Check Conversion
Lunch
On-Site Electronic Deposit
-Overview and Live Demonstration
Presentation and Lunch Sponsored by:
US BANK
6.
MASTER PLAN
I am seeking a sample copy of what is called your "Master Plan"?
"A master plan is a text document created by a community that provides current
data on the community, its facilities and then goals for the community. What it
needs to be each year to improve facilities. Some plans are also called
conceptual or long range. It is usually adopted by the City Council and is
supposed to be updated periodically. We have found over the years that a lot of
smaller
communities do not have this plan and unfortunately that is a part of our rating
system. Planning for the future in a community is very important so that
citizens' needs are being met and financial resources are being appropriated
accordingly."
We do have a "5 Year Strategic Spending Plan", I'm trying to get the grant to
accept this. It was suggested by our auditors that we
update the plan at the beginning of each fiscal. It is available if any of the
citizens wonder why we are spending or not spending at any given time. We are a
small entity and try to keep it simple!!
Jan Miller, Treasurer
VILLAGE OF OBLONG
jmillertreasurer@hotmail.com
7.
RECRUITMENT INCENTIVES
From: Scott Borror and Reginald Willis, Membership Co-Chairmen
To: IMTA Board Members
Subject: New Membership Recruitment Incentives *** Revised ***
As the expansion of IMTA membership is a priority of President Mullins and the IMTA Board of Directors, the Membership Committees has undertaken the task of creating incentives for the current IMTA membership as a means to increase the recruitment of new members into the IMTA. We believe the essence of the incentives is to build morale and enthusiasm towards the organization.
Based on discussions held by the prior committee chaired by Sue Buttry, the current committee, and President Mullins, we offer the following ideas as incentives:
· “Outstanding Recruiter” recognition
o During the opening remarks of the annual conference, the individual(s) who was listed as a referral on the most membership applications will be recognized for their efforts and presented with a ribbon attached to their name tag. The outstanding recruiter will be granted perks such as entering the front of the lunch lines, etc.
· Recruitment of 5 new members during an IMTA year (May 1st – April 30th) will earn a 50% tuition scholarship towards use at the annual conference.
· Recruitment of 3 new members during an IMTA year (May 1st – April 30th) will earn a one time 50% credit towards the annual membership fee.
Both incentives related to the 50% tuition scholarship and 50% annual membership fee credit may be attained by a current IMTA member. A new member within this incentive policy is defined as a new municipality, government entity, or associate member. The addition of an individual from an organization with current IMTA representation is not considered a new membership for incentive purposes.
It’s the consensus of the current membership committee to not award points toward certification. We feel that there are a number of opportunities for certification points that are underutilized by the membership, such as through regional meetings. In addition, that can dilute the intent of the certification process.
In addition, we have elected to focus our proposals on ways to save budget dollars for the current membership, as budget cuts by Illinois municipalities in the area of training / travel is an ongoing problem. Thus, we elected to avoid cash gifts (i.e.: gift cards) as an incentive.
Kindly submitted,
Scott Borror and Reginald Willis
IMTA Membership Committee Co-Chairmen
8. New Illinois Funds website.
http://www.illinoisfunds.com/programs/illinois-funds/illinois-funds.aspx