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Fall  Conference  —  2008

Tuesday, October 21 , The Log Cabin

500 Easthampton Road, Holyoke

DirectionsRegister OnlineLetter (pdf)

Program:

8:30 – 9:00
Registration and Continental Breakfast – Sponsored by The Bank of Western Massachusetts
9:00 – 9:15
SAS 112 and other Auditing Functions – Southampton Room
  Moderator: Joanne Savignac, T/C, Town of Westborough and MCTA Pres.
  Presenter: Pat Squillante, Vice President & Partner, Melanson & Heath
9:15 – 10:15
Lighten Up!  Creating a Productive Workplace – Sponsored by Berkshire Bank
  Linda Joyce Glazer – Herb Pearce
10:15 – 10:30 Coffee Break – Sponsored by The Bank of Western Massachusetts
  CONCURRENT SESSIONS
10:30 – 12:00
COLLECTORS - Panel Discussion at the Easthampton Room
Postage and Mailing Session
  Moderator:   Gene Spickler, Collector, Town of Tyngsborough & MCTA 2nd V.P.
  Presenter:   Gerry Kelley, USPS, Mail Piece Design Analyst
Postal Rates and Non-Profit Mail
  Presenter:   Larry Sabean, Kelly & Ryan Associates
Cass Certification – Data base Cleanup
  Presenter:   Mark Altman, President, Mark Altman and Associates
Optional mailing – Using tab bill mailers, new guidelines for ordering as a whole, etc.
10:30 – 12:00
 
TREASURERS - Panel Discussion at the Mt. Tom Room
Creation and Content of Investment Policies
  Moderator:  

Sue Kelley, Treasurer, Town of Lee and MCTA 1st V.P.

  Presenter:   Geoff Buswick, Managing Director, Standard & Poor
Perspective of credit rating agencies and the municipality’s investment policy
  Presenter:   Pat Squillante, Vice President & Partner, Melanson & Heath
How your auditors look at your investment policy and what you need to know about them.
  Presenter:   Chuck Patterson & Dory Huard, VP, The Bartholomew Group
How to create an investment policy
12:00 – 2:00 Reception and Luncheon


Directions to The Log Cabin

500 Easthampton Road
Holyoke, Massachusetts

From the Mass Pike, take exit 4 to I-91 north. Exit 17B (Route 141 West).
The Log Cabin is two miles on the left.

From I-91 North, exit 17B (Route 141 West)
The Log cabin is two miles on the left.

From I-91 South, Exit 17 to Route 141 West.
Go towards Easthampton
The Log Cabin is two miles on the left.

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