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 |
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Moderator: Joanne Savignac, T/C, Town of Westborough and MCTA Pres. |
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Presenter: Pat Squillante, Vice President & Partner, Melanson & Heath |
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| 9:15 – 10:15 |
| Lighten Up! Creating a Productive Workplace – Sponsored by Berkshire Bank |
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Linda Joyce Glazer – Herb Pearce |
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| 10:15 – 10:30 |
Coffee Break – Sponsored by The Bank of Western Massachusetts |
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CONCURRENT SESSIONS |
| 10:30 – 12:00 |
COLLECTORS - Panel Discussion at the Easthampton Room
Postage and Mailing Session |
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Moderator: |
Gene Spickler, Collector, Town of Tyngsborough & MCTA 2nd V.P. |
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Presenter: |
Gerry Kelley, USPS, Mail Piece Design Analyst
Postal Rates and Non-Profit Mail |
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Presenter: |
Larry Sabean, Kelly & Ryan Associates
Cass Certification – Data base Cleanup |
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Presenter: |
Mark Altman, President, Mark Altman and Associates
Optional mailing – Using tab bill mailers, new guidelines for ordering as a whole, etc. |
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| 10:30 – 12:00 |
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TREASURERS - Panel Discussion at the Mt. Tom Room
Creation and Content of Investment Policies |
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Moderator: |
Sue Kelley, Treasurer, Town of Lee and MCTA 1st V.P. |
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Presenter: |
Geoff Buswick, Managing Director, Standard & Poor
Perspective of credit rating agencies and the municipality’s investment policy |
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Presenter: |
Pat Squillante, Vice President & Partner, Melanson & Heath
How your auditors look at your investment policy and what you need to know
about them. |
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Presenter: |
Chuck Patterson & Dory Huard, VP, The Bartholomew Group
How to create an investment policy |
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| 12:00 – 2:00 |
Reception and Luncheon |