Exhibitor Directory - Government Finance Officers Association

Government Finance Officers Association
108th Annual Conference
May 18-21, 2014 / Minneapolis, MN
Exhibitor Directory
Descriptions received as of 1/22/14
Contents
.......................................................................................................................... 1
GFOA Products and Services ............................................................................................. 3
Abila .................................................................................................................................... 4
AccuFund, Inc. .................................................................................................................... 4
American Municipal Tax-Exempt Compliance Corp. (AMTEC) ...................................... 4
Arbitrage Compliance Specialists ....................................................................................... 5
Arthur J. Gallagher & Co. ................................................................................................... 5
AST Corporation ................................................................................................................. 5
Automated Merchant Systems, Inc. .................................................................................... 6
Badger Meter ...................................................................................................................... 6
Bank of America Merrill Lynch ......................................................................................... 6
BerryDunn........................................................................................................................... 7
Billtrust ............................................................................................................................... 7
BlackRock ........................................................................................................................... 7
The Bond Buyer .................................................................................................................. 8
BS&A Software .................................................................................................................. 8
Caselle, Inc. ......................................................................................................................... 9
CGI ...................................................................................................................................... 9
Choice Hotels International .............................................................................................. 10
CliftonLarsonAllen ........................................................................................................... 10
Coastal Securities, Inc. ...................................................................................................... 10
CORE Business Technologies .......................................................................................... 11
Cutwater Asset Management ............................................................................................ 11
DATAMATX .................................................................................................................... 12
eCivis Inc. ......................................................................................................................... 12
Federated Investors ............................................................ Error! Bookmark not defined.
FirstSouthwest................................................................................................................... 13
FISCAL Technologies ...................................................................................................... 14
Fitch Ratings ..................................................................................................................... 14
GOVERNING ................................................................................................................... 14

Govolution ........................................................................................................................ 15
Great-West Financial ........................................................................................................ 15
Harris Computer Systems ................................................................................................. 16
High Line Corporation ...................................................................................................... 16
ICMA-RC ......................................................................................................................... 17
InfoSend, Inc. .................................................................................................................... 17
IntelliTime Systems Corporation ...................................................................................... 18
KeyBank National Association ......................................................................................... 18
Kronos Incorporated ......................................................................................................... 19
KUBRA............................................................................................................................. 19
LexisNexis Payment Solutions ......................................................................................... 19
MassMutual Retirement Services ..................................................................................... 20
Microsoft ........................................................................................................................... 20
Mitchell Humphrey & Co. Partnered with PDS Software ................................................ 21
Multi-Bank Securities, Inc. ............................................................................................... 21
National Association of Government Defined Contribution Administrators (NAGDCA)21
New World Systems ......................................................................................................... 22
OpenGov.com ................................................................................................................... 22
Oppenheimer & Co. Inc. ................................................................................................... 22
Oracle ................................................................................................................................ 23
PARS................................................................................................................................. 23
Payment Service Network, Inc. ........................................................................................ 23
Plan-It CIP Software ......................................................................................................... 24
Plante & Moran, PLLC ..................................................................................................... 24
PMA Financial Network, Inc. ........................................................................................... 24
Public Trust Advisors ....................................................................................................... 25
Quatred, LLC .................................................................................................................... 25
Questica Inc. ..................................................................................................................... 26
Regions Bank Corporate Trust.......................................................................................... 26
Sage ................................................................................................................................... 26
Selectron Technologies, Inc. ............................................................................................. 27
Standard & Poor’s ............................................................................................................. 27
Springbrook Software ....................................................................................................... 28
Springsted Incorporated .................................................................................................... 28
SunGard Public Sector ...................................................................................................... 29
TD Bank ............................................................................................................................ 29
Thales Consulting Inc. ...................................................................................................... 30
UBS Financial Services, Inc. – HSJ Investment Consultants .......................................... 30
UMB Financial Corporation ............................................................................................. 31
University of Georgia ....................................................................................................... 31
Vining Sparks.................................................................................................................... 32
Water Company of America ............................................................................................. 32
Wipfli LLP ........................................................................................................................ 33
Yardi ................................................................................................................................. 33
2

GFOA Products and Services
Booth # 101
Contact: Natalie Laudadio
Title: Communications Manager
Phone: (312) 977-9700 x2298
E-mail: nlaudadio@gfoa.org
Web site: www.gfoa.org
Check out all that the GFOA has to offer!
Not yet a GFOA member? Stop by to pick up a membership application and ask GFOA
staff how you can benefit from joining the association.
The GFOA technical staff is ready to answer your questions or discuss any practice issues
or concerns related to accounting, financial reporting, or budget presentation. If you’re
not already, sign up to become a participant or reviewer for the GFOA Canadian Award
for Financial Reporting, Certificate of Achievement for Excellence in Financial
Reporting program, Certificate of Conformance Program for Small Government Annual
Financial Reports, the Distinguished Budget Presentation Award program, or the Popular
Annual Financial Reporting Award program. Detailed information is available at the
booth or at www.gfoa.org.
The GFOA research and consulting staff will be available to talk with you about your
government’s financial management challenges, whether they be in budgeting and
financial planning, technology modernization, forecasting, or in designing business
processes that work for today’s workforce business challenges. Discover how GFOA
consultants have helped many local governments to become more effective, and still save
money. Staff will also conduct demonstrations of the CIPFA-GFOA FM Model, an
online financial management self-assessment tool used for measuring the performance of
your financial organization against best practices in the public sector.
While at the booth, page through the GFOA’s publication releases to add to your
financial library.
3

Abila
Booth # 727
Contact: Erin Lemons
Title: Marketplace Manager
Phone: (512) 861-3021
E-mail: erin.lemons@abila.com
Web site: www.abila.com
Products/Services: Financial Management/Services; Government Audits; Software
Sage Nonprofit Solutions is now Abila. Abila serves strategic leaders and managers in dynamic
nonprofit organizations and government agencies through enterprise-class business management
solutions. Organizations trust Abila to simplify and streamline financial processes in order to
perform their best work and focus on delivering their unique mission.
AccuFund, Inc.
Booth # 509
Contact: Michael Anthony
Title: Regional Sales Director
Phone: (877) 872-2228 x215
E-mail: sales@accufund.com
Web site: www.accufund.com/gfoa
Products/Services: ERP Systems/Consulting; Financial Management/Services; Software
Complete financial management solution available on-site or cloud-based designed for
municipalities, counties, and special districts requiring an easy-to-use, but full featured software
system for all of their financial reporting, purchasing, and payroll needs. AccuFund includes
integrated modules for utility billing, sales tax, court fines, and property billing.
American Municipal Tax-Exempt Compliance Corp. (AMTEC)
Booth # 320
Contact: Raymond H. Bentley
Title: President
Phone: (860) 321-7521
E-mail: info@amteccorp.com
Web site: www.amteccorp.com
Products/Services: Tax Compliance – Arbitrage Rebate and Refunding Verification Services
AMTEC, incorporated in 1990, is an independent consulting firm that provides tax-exempt
compliance services throughout the United States. Services include arbitrage rebate and yield
restriction computations, post-issuance tax compliance, refund requests for the overpayment of
rebate and refunding verification agent.
4

Arbitrage Compliance Specialists
Booth # 404
Contact: Robert Goubert
Title: Vice President
Phone: (303) 867-7536
E-mail: robert@rebatebyacs.com
Web site: www.rebatebyacs.com
Products/Services: Arbitrage Rebate Services
Arbitrage Compliance Specialists, Inc. (ACS) provides independent arbitrage rebate services for
all entities issuing tax-exempt debt or Build America Bonds. Arbitrage Rebate is our sole
business since the inception of the IRS Code and Regulations. ACS has an in-house Tax
Attorney and CPAs to offer our clients complete and efficient reporting.
Arthur J. Gallagher & Co.
Booth # 425
Contact: Gregg R. Aleman
Title: Area Senior Vice President
Phone: (630) 285-3637
E-mail: gregg_aleman@ajg.com
Web site: www.ajg.com
Products/Services: Benefits Consulting; Brokerage Services
Arthur J. Gallagher & Co. offers a full range of employee benefit and HR consulting services.
Those services include benefits strategy, plan design and management, financial planning,
actuarial, data analysis and benchmarking, retirement brokerage and consulting, human resource
services, and more. Learn about us at www.ajg.com.
AST Corporation
Booth # 707
Contact: Jennifer Ryerson
Title: Vice President, Business Development
Phone: (630) 778-1180
E-mail: jryerson@astcorporation.com
Web site: www.astcorporation.com
Products/Services: ERP Systems/Consulting; Government IT Solutions; Software
AST helps you integrate your information for critical business decisions and enhance fiscal
responsibility. Stop by and learn how Oracle’s E-Business Suite, Hyperion and Business
Intelligence solutions are enabling public sector organizations to improve their efficiency,
decision making, and accountability while reducing operational costs and risks.
5

Automated Merchant Systems, Inc.
Booth # 327
Contact: Daniel L. Sloan
Title: President
Phone: (407) 331-5465
E-mail: dsloan@automatedmerchant.com
Web site: www.automatedmerchant.com
Products/Services: Credit Card Services; ISO/MSP; Payment Processing Systems
Automated Merchant Systems, Inc. (AMS) has been a strong and reliable presence as the experts
in electronic payments for over 20 years specializing in serving government agencies. We
provide solutions that allow merchants to automate their payment processing so they can focus
their resources on operating and growing their business.
Badger Meter
Booth # 528
Contact: Jacob Jasperson
Title: Sales Support Manager
Phone: (414) 371-5936
E-mail: jjasperson@badgermeter.com
Web site: www.badgermeter.com
Products/Services: AMR/AMI Solutions; Software; Utility Billing Services
Badger Meter is a leading innovator, manufacturer, and marketer of flow measurement and
control products, serving water and gas utilities, municipalities, and industrial customers
worldwide. Measuring a variety of liquids, products from Badger Meter are known for accuracy,
durability, and providing valuable measurement information to customers.
Bank of America Merrill Lynch
Booth # 503
Contact: Kelly Rose
Title: Senior Marketing Programs Manager
Phone: (980) 386-3487
Web site: www.bankofamerica.com/government
Products/Services: Financial Management/Services
With over a century of commitment to the public sector, Bank of America Merrill Lynch is a
trusted banking leader to government entities nationwide. Our dedicated Public Sector Banking
group delivers a complete array of capital raising, treasury management services, liquidity, and
investment solutions for our local, state, and national government clients.
6

BerryDunn
Booth # 531
Contact: Chad Snow
Title: Senior Manager
Phone: (207) 541-2294
Web site: www.berrydunn.com
Products/Services: Consulting Services; ERP Systems/Consulting
BerryDunn is an independent management consulting and accounting firm with extensive
experience partnering with complex public-sector entities on large-scale technology initiatives.
We have worked with more than 125 state, county, and municipal government agencies across
the country, providing guidance and expertise in a variety of consulting engagements.
Billtrust
Booth # 524
Contact: Anthony Moy
Title: Marketing Coordinator
Phone: (609) 235-1010
E-mail: amoy@billtrust.com
Web site: www.billtrust.com
Products/Services: Billing Services; Payment Processing Systems; Utility Billing Services
Your customers’ billing and payment preferences are changing faster than ever. Rather than
piecing together payment solutions from multiple vendors, partner with Billtrust – the single
source provider of bill printing, eBilling (EBPP), e-mail billing, mobile billing, and phone
payments (IVR) for hundreds of municipalities and utilities across North America.
BlackRock
Booth # 615
Contact: Jennifer Gately
Title: Marketing Associate
Phone: (800) 441-7450
E-mail: cashmgmt@blackrock.com
Web site: www.blackrock.com/cash
Products/Services: Financial Management/Consulting; Rule 2a-7 Money Market Mutual Funds;
Separately Managed Accounts; Short-Term Bond Funds
BlackRock is a global firm that combines the benefits of worldwide reach with local service and
relationships. Investment centers in over 20 cities facilitate access to major capital markets.
Likewise, account managers in nearly 68 cities across 30 countries deliver global expertise to our
diverse client base.
7

The Bond Buyer
Booth # 429
Contact: Michael Stanton
Title: Publisher
Phone: (212) 803-6552
E-mail: michael.stanton@sourcemedia.com
Web site: www.bondbuyer.com
Products/Services: Publishing
The Bond Buyer is the daily information resource for the municipal bond industry. Our new
companion website, Municipal Finance Today (www.munifinancetoday.com) serves nearly
10,000 public-sector readers with broader coverage of the financial issues facing U.S. local
governments, from the changing regulatory landscape to up-to-the-minute trends in cash
management and budgeting.
BS&A Software
Booth # 321
Contact: Bill Garner
Title: Training & Demonstration Specialist
Phone: (517) 641-8900
E-mail: bgarner@bsasoftware.com
Web site: www.bsasoftware.com
Products/Services: Software
Since 1987, BS&A Software has served municipalities with industry leading financial
management and utility billing software. The company has earned a reputation for seamlessly
integrated applications that provide innovative and value-driven solutions backed by unmatched
service and support.
8

Caselle, Inc.
Booth # 527
Contact: KC Stayner
Title: Territory Manager
Phone: (801) 850-5000
E-mail: kcs@caselle.com
Web site: www.caselle.com
Products/Services: Government Accounting Software; Payroll Services/Administration; Utility
Billing Services
Caselle is a leading provider in Government Accounting Software. With over 45 integrated
solutions, Caselle successfully powers more than 1,200 organizations across the United States.
For the past 35 years, Caselle has been perfecting the technology powering our integrated
software to provide an intuitive, feature-rich system that is “Built for you; built for your
community."
CGI
Booth # 721
Contact: Jeff Snyder
Title: Business Development Director
Phone: (925) 818-5790
E-mail: Jeffrey.Snyder@cgi.com
Web site: www.cgi.com/cgiadvantage
Products/Services: ERP Systems/Consulting; Financial Management/Services; Government IT
Solutions
For more than 35 years, we’ve worked with state and local governments to increase operational
efficiency and improve accountability, transparency, and overall performance – all while
reducing costs. CGI Advantage ® enterprise resource planning (ERP) delivers best fit, built-forgovernment
solutions for financial management, procurement, budgeting, human resources
management, and business intelligence – to help clients succeed in today’s tough economic
times.
9

Choice Hotels International
Booth # 317
Contact: Thom Puccio
Title: Key Account Director, Government & Agency Sales
Phone: (301) 628-5859
E-mail: thom_puccio@choicehotels.com
Web site: www.choicehotels.com
Products/Services: Lodging/Hotel
Choice Hotels ® is one of the largest lodging companies in the world, with more than 6,200 hotels
in over 35 countries. With brands like Comfort Inn, Comfort Suites, Sleep Inn, Cambria Suites,
and the Ascend Hotel Collection, Choice Hotels provides travelers with a variety of high-quality,
high-value lodging options.
CliftonLarsonAllen
Booth # 315
Contact: Mindy Duncan
Title: Marketing Manager
Phone: (414) 721-7523
E-mail: mindy.duncan@claconnect.com
Web site: www.claconnect.com/government
Products/Services: Certified Public Accountants; Consulting Services; Government Audits
CliftonLarsonAllen, one of the nation’s top ten accounting and consulting firms, serves more
than 1,700 local, county, and state government agencies. With professionals devoted to this
sector, we understand the legislative changes, funding changes, compliance responsibilities, and
risk management duties that impact you.
Coastal Securities, Inc.
Booth # 411
Contact: D. Ann Komar
Title: Executive Vice President
Phone: (713) 435-4330
E-mail: dak@coastalsecurities.com
Web site: www.coastalsecurities.com
Products/Services: Brokerage Services; Portfolio Analytics; Underwriter
Coastal Securities is a registered securities broker/dealer servicing institutional investors and
public funds for over twenty years. We are one of the premier dealers in the SBA pool market
and offer execution and analytics for the full range of fixed income asset classes, including
municipal bonds, MBS, and Agencies.
10

CORE Business Technologies
Booth # 405
Contact: Shae McWilliams
Title: Account Executive
Phone: (401) 431-0700 x1448
E-mail: smcwilliams@corebt.com
Web site: www.corebt.com
Products/Services: Financial Management/Services; Payment Processing Systems; Tax
Collection
CORE’s iPayment Revenue Portal manages cashiering, bill payment, and ecommerce
transactions from receipt to reconciliation across your enterprise. Integrating with your billing
system, iPayment consolidates all of your payment channels into an easy to use, easy to
configure application for a single point of audit and control.
Cutwater Asset Management
Booth # 322
Contact: David Witthohn, CFA, CIPM
Title: Director, Public Sector Group
Phone: (303) 864-7452
E-mail: david.witthohn@cutwater.com
Web site: www.cutwater.com
Products/Services: Financial Management/Services; Fixed Asset Services; Investment Advisory
Cutwater Asset Management is a fixed-income asset manager providing flexible investment
options for state and local governments, academic institutions, unions, and non-profit investors.
With over 20 years of public sector specialization and expertise, Cutwater is uniquely suited to
help public entities with their investment needs.
11

DATAMATX
Booth # 332
Contact: Cindy Pearson
Title: National Business Development Manager
Phone: (800) 943-5240
Web site: www.datamatx.com
Products/Services: Financial Printer; Payment Processing Systems; Utility Billing Services
DATAMATX delivers documents via the channel of your customer’s choice! Whether in print,
web, or mobile, your statements, notices, or bills will be delivered coupled with an outstanding
online payment solution. Data and documents are secure with SSAE 16 Type II, PCI-DSS
processor level certified payment processes, and USPS certified MPTQM print and mail
services.
eCivis Inc.
Booth # 816
Contact: Corey Coll
Title: Account Executive
Phone: (626) 578-6620
E-mail: ccoll@ecivis.com
Web site: www.ecivis.com
Products/Services: Software
eCivis is the nation’s leading grants management software system and the ideal platform for
improving public and private grant-active organizations’ grant performance.
12

Federated Investors
Booth # 110
Contact: Josh Rasmussen
Title: Vice President
Phone: (415) 786-6451
E-mail: jrasmussen@federatedinv.com
Contact: Scott Holick
Title: Vice President
Phone: (512) 417-6065
E-mail: sholick@federatedinv.com
Web site: www.federatedinvestors.com
Products/Services: Financial Management/Services
Federated Investors has been an innovator in structuring and bringing to market institutional
products since the 1970s, creating the first institutional-only money market fund. With $270.3
billion in money market assets as of 9/30/13, Federated manages 50 prime, government, and
municipal funds including AAA-rated and state-specific, tax-free money market portfolios.
FirstSouthwest
Booth # 626
Contact: Jack Addams
Title: Vice Chairman
Phone: (214) 953-4000
E-mail: jack.addams@firstsw.com
Web site: www.FirstSW.com
Products/Services: Financial Management/Services
FirstSouthwest is a Dallas-based diversified investment bank with 26 offices nationwide. Known
best for its top rankings in public finance, FirstSouthwest also offers professional expertise in
asset management, capital markets, corporate finance, and correspondent clearing. Since 1946,
FirstSouthwest has provided specialized experience and personalized responsive services to
clients across the country.
13

FISCAL Technologies
Booth # 221
Contact: Chris Todd
Title: Regional Director
Phone: (888) 999-1605
E-mail: ctodd@fiscaltec.com
Web site: www.fiscaltec.com
Products/Services: Duplicate Payments & Fraud Prevention; Government Audits; Software
FISCAL Technologies provides world-class accounts payable forensic software for corporations
and government organizations to protect spend, cut costs, and reduce risk. FISCAL’s AP
Forensics® suite works alongside any accounting system and has been designed to enable easy,
in-depth analysis of AP transactions, master vendor files and tax entries.
Fitch Ratings
Booth # 301
Contact: Ann G. Flynn
Title: Managing Director, Business & Relationship Management – U.S. Public Finance
Phone: (212) 908-9152
E-mail: ann.flynn@fitchratings.com
Web site: www.fitchratings.com
Products/Services: Rating Agency
Fitch Ratings is a global rating agency dedicated to providing value beyond the rating through
independent and prospective credit opinions, research, and data. Dual-headquartered in New
York and London, Fitch Ratings has over 50 offices worldwide. Fitch Ratings is part of the Fitch
Group, a jointly owned subsidiary of Fimalac, S.A. and Hearst Corporation.
GOVERNING
Booth # 316
Contact: Meg Keller
Title: Director of Marketing, GOVERNING
Phone: (202) 862-1435
E-mail: mkeller@governing.com
Web site: www.governing.com
Products/Services: Publishing
For over 25 years, GOVERNING has been the leading media platform dedicated to providing the
insight and information state and local leaders need to govern effectively. With over 80,000
magazine subscribers and 5 million annual online visits, GOVERNING’s audience spans across
city, county, and state government. GOVERNING is a division of the media firm e.Republic.
14

Govolution
Booth # 325
Contact: Ria Buckley
Title: Sales Director
Phone: (703) 894-5000
E-mail: rbuckley@govolution.com
Web site: www.govolution.com
Products/Services: Payment Processing Systems
Velocity is an electronic payment applications service provided by Govolution, a First American
Payment Systems company. Velocity adheres to the strict technical, financial, and security
standards of the U.S. Federal Government. Starting at payment processing, its modules include
back-end reporting, data management, and administrative tools that integrate with cash
management systems.
Great-West Financial
Booth # 409
Contact: Kerry Woods
Title: Strategic Development
Phone: (303) 737-0262
E-mail: kerry.woods@greatwest.com
Web site: www.gwrs.com
Products/Services: Retirement Plans/Services
Great-West Financial ® is a registered mark of Great-West Life & Annuity Insurance Company.
Headquartered in metro Denver, Great-West Financial administers $201.5 billion in assets for its
5.2 million retirement, insurance, and annuity customers.
15

Harris Computer Systems
Booth # 129
Contact: Dennis J. Asbury
Title: Executive Vice President
Phone: (303) 226-0050
E-mail: DAsbury@harriscomputer.com
Web site: www.harriserp.com
Products/Services: ERP Systems/Consulting; Government IT Solutions; Software
Harris provides complete software solutions to government agencies for the effective
management of mission critical and daily operations. Harris is a leading provider of enterprise
resource planning, financial, human resources, payroll, utility billing, tax, CAMA, school,
medical, and community development software solutions. Our solutions enable customers to
reduce their cost of service, streamline operations, and improve productivity.
High Line Corporation
Booth # 108
Contact: Megan Rogister
Title: Vice President, Sales
Phone: (905) 940-8777 or Toll Free (800) 268-3340
E-mail: sales@highlinecorp.com
Web site: www.highlinecorp.com
Products/Services: HR Management Systems; Human Resource, Payroll, and Time &
Attendance System; Payroll Services/Administration
High Line offers a fully integrated, web-based Human Resources, Payroll, and Time &
Attendance solution in either an on-premise or cloud-based model. Our highly flexible solution
allows for even the most complex of requirements to be configured easily, and the single
database structure drives robust and intuitive reporting capabilities.
16

ICMA-RC
Booth # 308
Contact: Gregory Dyson
Title: Senior Vice President and Chief Operations & Marketing Officer
Phone: (202) 962-4650
E-mail: gdyson@icmarc.org
Web site: www.icmarc.org
Products/Services: Financial Management/Services; Retirement Plans/Services
Founded in 1972, ICMA-RC is a non-profit independent financial services corporation focused
on providing retirement plans and related services for more than a million public sector
participant accounts and approximately 9,000 retirement plans. Our mission is to help build
retirement security for public employees.
InfoSend, Inc.
Booth # 608
Contact: J.D. McNaul
Title: Vice President of Sales
Phone: (800) 955-9330
E-mail: jd.mcnaul@infosend.com
Web site: www.infosend.com
Products/Services: Billing Services; Document Imaging; Utility Billing Services
InfoSend utilizes an advanced approach to offer innovative solutions for organizations seeking
Data Processing, BillPrint & Mail, and eBusiness services. With customized, flexible, and secure
solutions, choosing InfoSend as your outsourcing partner will significantly reduce total overhead
costs while offering excellent service and quality. Together, let’s reach your customers more
effectively.
17

IntelliTime Systems Corporation
Booth # 909
Contact: Dennis Peters
Title: President
Phone: (714) 444-3020
E-mail: dpeters@intellitime.com
Web site: www.IntelliTime.com
Products/Services: HR Management Systems; Software
IntelliTime Systems Corporation authors an Enterprise class Workforce Automation solution
engineered specifically for the public sector/public safety market. Our solution includes web
time cards, time clocks, advanced scheduling, and mobile crew sheets tailored for public works
crews to track labor, equipment, and materials. IntelliTime is a Microsoft partner.
KeyBank National Association
Booth # 700
Contact: Kim Monson
Title: Western Region Manager
Phone: (425) 709-4541
E-mail: kim.monson@key.com
Web site: www.key.com/government
Products/Services: Banking Investment Services; Credit Card Services; Government Banking
Solutions
KeyBank’s Public Sector team has unparalleled expertise in the tax-exempt marketplace. We
provide a broad array of products and services, including credit/lending, equipment leasing,
interest rate and energy risk management, fixed income investing, asset management, treasury
management services, and foreign exchange services. Through KeyBank Capital Markets Inc.,
we deliver significant bond underwriting expertise, and provide extensive remarketing and
distribution capabilities.
18

Kronos Incorporated
Booth # 305
Contact: Christine Carmichael
Title: Marketing Director
Phone: (978) 250-9800
E-mail: info@kronos.com
Web site: www.kronos.com
Products/Services: HR Management Systems; Software; Workforce Management
With tens of thousands of customers around the globe, Kronos is the leader in workforce
management solutions. We deliver industry-focused time and attendance, scheduling, absence
management, HR and payroll, hiring, and labor analytics solutions and services – in our cloud
and on the go. Kronos: Workforce Innovation That Works .
KUBRA
Booth # 500
Contact: Braden Short
Title: Vice President, North American Sales & Client Relations
Phone: (800) 766-6616
E-mail: braden.short@kubra.com
Web site: www.kubra.com
Products/Services: Billing Services; Payment Processing Systems; Utility Billing Services
For over 20 years, KUBRA has maintained a relentless focus on the needs of government clients.
Premier customer care, unparalleled e-billing, electronic payment processing expertise, print and
mail, and proven technology leadership are our brand attributes.
LexisNexis Payment Solutions
Booth # 114
Contact: Kelly Tralongo
Title: National Account Manager
Phone: (615) 943-5670
E-mail: ktralongo@vitalchek.com
Web site: paymentsolutions.lexisnexis.com
Products/Services: Payment Processing Systems
LexisNexis ® Payment Solutions, a division of LexisNexis Risk Solutions, helps automate
payments of fees, utility bills, license renewals, citations, monthly payments, and much, much
more. Services include online credit card/e-check payments, IVR phone payments, credit/debit
payment at the counter, internal office system payments, and payments by mail.
19

MassMutual Retirement Services
Booth # 400
Contact: Bill Abramowicz
Title: Government Divisional Sales Manager
Phone: (312) 384-7633
E-mail: wabramowicz@massmutual.com
Web site: massmutual.com/retire
Products/Services: Financial Management/Services; Retirement Plans/Services
MassMutual Financial Group’s Retirement Services Division has been serving retirement plans
for more than 65 years. It offers a full range of products and services for corporate, union,
nonprofit, and governmental employers’ defined benefit, defined contribution, and nonqualified
deferred compensation plans. It serves approximately 3 million participants. Visit
massmutual.com/retire.
Microsoft
Booth # 309
Contact: Roger Lusins
Title: Director of Sales, Microsoft Dynamics ERP
Web site: www.microsoft.com/govax
Products/Services: ERP Systems/Consulting; Government IT Solutions; Software
Microsoft Dynamics AX is a next generation ERP solution with built-in business intelligence
technologies designed to meet the demands of Data Sharing, Transparency, and Big Data for
improved productivity, compliance, and accountability. Built for government, Microsoft
Dynamics AX manages financials, human resources, and grants to maximize value from existing
state resources and deliver effective citizen services. Learn more at
http://www.microsoft.com/govAX.
20

Mitchell Humphrey & Co. Partnered with PDS Software
Booth # 222
Contact: Madeline Roy
Title: Marketing Associate
Phone: (314) 991-2440
E-mail: MRoy@mitchellhumphrey.com
Web site: www.MitchellHumphrey.com
Products/Services: ERP Systems/Consulting; Government IT Solutions; Software
MH&Co. has provided accounting and financial management solutions to the public sector for
over 36 years. We are now pleased to announce a new generation of those products, FMSIII,
which contains the latest technology for enhancing the user experience. To complement FMSIII,
we also offer citizen and community development solutions.
Multi-Bank Securities, Inc.
Booth # 621
Contact: Darryl Maccagnone
Title: Senior Vice President
Phone: (800) 967-9025
E-mail: DarrylMac@mbssecurities.com
Web site: www.mbssecurities.com
Products/Services: Brokerage Services; Financial Management/Services
Multi-Bank Securities, Inc. is an institutional investment firm that specializes in the sales,
trading, and underwriting of fixed-income securities since 1987. With a client base in excess of
5,000 financial institutions, public entities and business enterprises, the company’s licensed
brokers and traders specialize in a variety of financial instruments.
National Association of Government Defined Contribution Administrators
(NAGDCA)
Booth # 536
Contact: Liz Fossett
Title: Project Coordinator
Phone: (859) 514-9218
E-mail: lfossett@amrms.com
Web site: www.nagdca.org
Products/Services: Benefits Consulting; Government Entity; Retirement Plans/Services
NAGDCA is the country’s leading organization of defined contribution retirement plan
administrators and financial service providers. Its mission is to focus on retirement planning for
public-sector employees participating in 457(b), 403(b), 401(a), and 401(k) retirement plans.
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New World Systems
Booth # 915
Phone: (248) 269-1000
E-mail: info@newworldsystems.com
Web site: www.newworldsystems.com
Products/Services: Financial Management/Services; HR Management Systems; Software
New World Systems has provided local government organizations with comprehensive and
integrated software solutions for more than 30 years. New World builds on proven Microsoft.net
technology to develop ERP solutions that work the way you do, saving local government
organizations across the country significant time and money.
OpenGov.com
Booth # 601
Contact: Chris Heggem
Title: Marketing Lead
Phone: (408) 710-3989
E-mail: cheggem@opengov.com
Web site: www.OpenGov.com
Products/Services: Database Publishing; Financial Management/Services; Software
OpenGov builds a web-based financial platform for state and local governments, which provides
instant access to budget information and visualizes historic and current data – from big picture
trends to object-level details. Government officials and citizens use OpenGov to understand,
analyze, and share financial information.
Oppenheimer & Co. Inc.
Booth # 217
Contact: Chris Sullivan
Title: Senior Director – Investments
Phone: (612) 337-2719
E-mail: chris.sullivan@opco.com
Web site: www.opco.com
Products/Services: Brokerage Services
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading investment bank and full-service
investment firm that provides financial services and advice to high net worth investors, local
governments, businesses and institutions. Our commitment to our clients' investment needs, our
experienced and dedicated professionals, and our proud tradition empower us to deliver effective
and innovative solutions to our clients.
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Oracle
Booth # 415
Contact: J.D. Williams
Title: Senior Manager, Oracle State and Local Governments
Phone: (208) 870-1933
E-mail: jd.williams@oracle.com
Web site: www.oracle.com
Products/Services: Government IT Solutions; Software
Oracle (NASDAQ: ORCL) is the world’s most complete, open, and integrated business software
and hardware company. For more information about Oracle, visit oracle.com
PARS
Booth # 629
Contact: Mitch Barker
Title: Executive Vice President
Phone: (800) 540-6369 x116
E-mail: mbarker@pars.org
Web site: www.pars.org
Products/Services: Retirement Plans/Services
PARS designs, implements, and administers customized retirement programs that save money
for over 650 public agencies. PARS and Trustee U.S. Bank operate one of the largest OPEB
trusts (GASB 45) in the country. PARS also offers an alternative to Social Security for part-time
employees, supplemental Defined Contribution, and Leave Reduction plans.
Payment Service Network, Inc.
Booth # 701
Contact: Tim Duhr
Title: Director of Sales & Business Development
Phone: (866) 917-7368 x5113
E-mail: tduhr@paymentservicenetwork.com
Web site: www.paymentservicenetwork.com
Products/Services: Credit Card Services; Payment Processing Systems; Utility Billing Services
However your customer pays – paper check, call-in, online, mobile, cash, through their bank –
PSN’s payment system captures, routes, and records the payments, deposits the money, and
provides comprehensive reports on the “who, what, where, when, how much” of the transaction.
All of these diverse payments can be automatically posted to your software. PSN also provides
online billing and eCommunications.
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Plan-It CIP Software
Booth # 416
Contact: Bill Leskee
Title: President
Phone: (952) 994-1744
E-mail: bleskee@CIPsoftware.com
Web site: www.CIPsoftware.com
Products/Services: Budgeting Services; Government IT Solutions; Software
Plan-It CIP Software is used in 200 local governments to produce and maintain annual capital
improvement and equipment plans. Finance officers can rely on this affordable, easy-to-use
system to improve their capital planning process. A free 90-day demo, web seminars, and
example reports are available at booth 416 or www.CIPsoftware.com.
Plante & Moran, PLLC
Booth # 504
Contact: Scott Eiler
Title: Partner
Phone: (800) 544-0203
E-mail: scott.eiler@plantemoran.com
Web site: www.plantemoran.com
Products/Services: Consulting Services
Plante & Moran provides independent technology consulting for ERP selection and
implementation and strategic technology planning projects. We’ve been serving government for
over 60 years, and are among the largest consulting and CPA firms in the nation. We specialize
in helping selective cities and counties minimize risk and maximize technology investments.
PMA Financial Network, Inc.
Booth # 617
Contact: Courtney Rios
Title: Vice President – Sr. Relationship Officer
Phone: (630) 657-6421
E-mail: crios@pmanetwork.com
Web site: www.pmanetwork.com
Products/Services: Brokerage Services; Financial Management/Services
PMA Financial Network, Inc. is a full services public finance firm offering competitive
investments options, cash flow analysis, bond proceeds management as well as debt issuance and
financial advisory services.
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Public Trust Advisors
Booth # 625
Contact: Lisa Spano
Title: Senior Associate
Phone: (914) 301-4066
E-mail: lisa.spano@publictrustadvisors.com
Web site: www.publictrustadvisors.com
Products/Services: Financial Management/Services
Public Trust Advisors, LLC offers tailored fixed income investment services, technical analysis,
custom reporting solutions, and treasury management consulting services for the institutional
public funds market. We provide trusted, cost effective services designed to best serve each
client’s individual investment needs.
Quatred, LLC
Booth # 610
Contact: Joanna Doyon
Title: Account Manager
Phone: (888) 395-8534 x708
E-mail: jdoyon@quatred.com
Web site: www.quatred.com
Products/Services: Fleet Maintenance; Government IT Solutions; Software
Quatred, LLC represents decades of experience in implementing “Touchless Technology”
solutions such as wireless infrastructure (including WAN and MESH deployments), radio
frequency identification (RFID), bar coding, multi-platform system integration, and mobile
computing. Our staff has been put to the test repeatedly and consistently delivers high-quality
solutions to global clients.
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Questica Inc.
Booth # 303
Contact: Laurie Koski
Title: Marketing
Phone: (905) 634-0110 x504
E-mail: lkoski@questica.com
Web site: www.questica.com
Products/Services: Budgeting Services; Government IT Solutions; Software
Questica is a leading provider of budget preparation and budget management software. Our team
of technology experts, municipal budget professionals, and business specialists works closely
with each customer to determine their unique requirements and then aligns the solution to ensure
maximum benefit. With customers throughout North America, Questica’s TeamBudget is the
recognized leader in the field.
Regions Bank Corporate Trust
Booth # 510
Contact: Scott Rearden
Title: Vice President – Business Development Officer
Phone: (866) 723-7037
E-mail: scott.rearden@regions.com
Web site: www.regionscorporatetrust.com
Products/Services: Financial Management/Services; Retirement Plans/Services; Trust Services
For more than 80 years, Regions Bank has understood that being a leading Corporate Trust
provider is the result of excellent service, not scale. This philosophy is what distinguishes
Regions from the crowd. Come to Regions and experience the difference yourself.
Sage
Booth # 717
Phone: (800) 368-2405
E-mail: FixedAssets@sage.com
Web site: www.SageFixedAssets.com
Products/Services: Fixed Assets Services; Software
A trusted name in fixed asset management for 30 years, Sage Fixed Assets solutions provide
comprehensive depreciation calculations for financial tax reporting, asset inventory tracking and
reconciliation, construction-in-progress management, and customized reporting so organizations
can effectively manage every stop of the fixed asset lifecycle.
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Selectron Technologies, Inc.
Booth # 502
Contact: Matt Corbin
Title: Executive Vice President, Sales & Marketing
Phone: (503) 597-3311
E-mail: mcorbin@SelectronTechnologies.com
Web site: www.SelectronTechnologies.com
Products/Services: Government IT Solutions; Payment Processing Systems; Utility Billing
Services
Selectron Technologies partners with government agencies to provide customized enterprise
IVR, web, notification, and mobile solutions. Our proven solutions are designed to drive
efficiency, as well as increase customer satisfaction by automating routine inbound phone calls,
generating outbound notifications, and providing a full suite of electronic payment offerings.
Standard & Poor’s
Booth # 714
Contact: Diane Brosen
Title: Managing Director
Phone: (212) 438-7973
E-mail: diane.brosen@sandp.com
Web site: www.standardandpoors.com
Products/Services: Rating Agency
Standard & Poor’s Ratings Services is the world’s leading provider of independent credit risk
research and benchmarks. With over 1,400 credit analysts in 23 countries, and more than 150
years’ experience of assessing credit risk, we offer a unique combination of global coverage and
local insight.
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Springbrook Software
Booth # 801
Contact: Kelly Nissl
Title: Sales & Marketing Coordinator
Phone: (866) 256-7661
E-mail: sales@sprbrk.com
Web site: www.SpringbrookSoftware.com
Products/Services: ERP Systems/Consulting; Software; Utility Billing Services
Springbrook develops, implements, and supports integrated financial management, customer
information/utility billing, payroll/human resources, and land management software systems for
local governments, utilities, and special districts. Springbrook is a client-focused company,
renowned for exemplary services and industry expertise, and is proud to have been serving local
government for 28 years.
Springsted Incorporated
Booth # 109
Contact: David MacGillivray
Title: Chairman
Phone: (651) 223-3068
E-mail: DMacGillivray@Springsted.com
Web site: www.Springsted.com
Products/Services: Budgeting Services; Economic Development; Financial
Management/Services
As an independent public sector advisory firm, Springsted Incorporated is unique in its range and
quality of service offerings. Springsted provides high quality financial and management advisory
services, including: investments, operational finance, economic development, organizational
management, and human resources. Springsted’s multi-disciplinary service approach ensures
comprehensive, coordinated solutions that satisfy the immediate project objectives and the
entity’s long-term goals.
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SunGard Public Sector
Booth # 607
Contact: Jamie Pagels
Title: Manager, Strategic Meetings & Events
Phone: (866) 965-7732
E-mail: getinfo@sungardps.com
Web site: www.sungardps.com
Products/Services: Software
SunGard Public Sector provides integrated enterprise software solutions to government agencies
and utilities serving more than 150 million citizens throughout North America. ONESolution is
SunGard Public Sector’s comprehensive product line that delivers leading-edge functionality,
usability, and value to local governments, including suites for finance, payroll, general ledger,
and human resources management.
TD Bank
Booth # 111
Contact: Cheryl Griffith
Title: SVP, Head of Government Banking
Phone: (908) 237-4723
E-mail: cheryl.griffith@td.com
Web site: www.tdbank.com
Products/Services: Banking Investment Services; Government Banking Solutions; Payment
Processing Systems
TD Bank, America’s Most Convenient Bank ® , provides a full range of municipal banking
products and services, including deposit accounts, investments, leasing, and cash management
solutions.
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Thales Consulting Inc.
Booth # 111
Contact: Megan Johnson
Title: Consultant
Phone: (906) 201-2164
E-mail: megan@thales-consulting.com
Web site: www.cafr-online.com
Products/Services: Financial Management/Services; Software
Thales Consulting Inc. focuses on financial reporting for governments. Our primary product
offering is CAFR-Online.com which is web-based software used to prepare the entire CAFR.
Through use of our own technology, we cost effectively prepare over 100 Cities Financial
Transactions Reports per year for California cities.
UBS Financial Services, Inc. – HSJ Investment Consultants
Booth # 800
Contact: Ned Sorley
Title: First Vice President – Investments
Phone: (952) 475-9465 or (800) 627-2463
E-mail: ned.sorley@ubs.com
Web site: www.ubs.com/team/hsjtconsulting
Products/Services: Banking Investment Services; Brokerage Services; Financial
Management/Services
The partners of HSJ Investment Consulting at UBS Financial Services Inc. have been managing
municipal investment portfolios since 1985. By combining our experience and knowledge with
the capabilities of UBS, we offer the focused service and relationship value of a “small firm”
with a “big firm’s” resources and financial strength.
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UMB Financial Corporation
Booth # 520
Contact: Kari Osborne, CTP
Title: Senior Treasury Advisor
Phone: (303) 839-2223
E-mail: kari.osborne@umb.com
Web site: www.umb.com
Products/Services: Financial Management/Services; Government Banking Solutions; Trust
Services
UMB Bank is a strong, diversified company delivering a wide range of banking solutions to
government entities, including corporate trust, commercial card, investment services, public
finance, merchant services, and treasury management. A full-service financial partner, UMB
equips clients with sophisticated products accompanied by dedicated service.
University of Georgia
Booth # 529
Contact: Pamela Bracken
Title: Department Head, Special Projects and Curriculum Development
Phone: (706) 542-3537 or (706) 583-0424
E-mail: pam.bracken@georgiacenter.uga.edu
Web site: www.georgiacenter.uga.edu/govfinance
Products/Services: CPE Education/Training
The University of Georgia delivers the following CPE online courses for state, local, and others
working in government environments: Human Resources for Governmental Officials; Debt
Administration; Treasury Management; Revenue Administration; Introductory Budget;
Purchasing; Internal Controls: Accounts Receivable and Cash Receipts; and Internal Controls:
Accounts Payable and Cash Disbursements; Capital Improvement Program; and Governmental
Accounting (A Three-Course Series).
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Vining Sparks
Booth # 326
Contact: Mark Evans
Title: Director of Investment Strategies
E-mail: mevans@viningsparks.com
Contact: Randy Wade
Title: Director of Sales
E-mail: rwade@viningsparks.com
Phone: (800) 829-0321
Web site: www.viningsparks.com
Products/Services: Brokerage Services; Financial Management/Services; Underwriter
Vining Sparks is pleased to introduce you to its products and services designed specifically for
government portfolios. As a national leader in executing fixed-income securities transactions for
institutional investors, Vining Sparks is uniquely qualified to provide governmental portfolio
managers with opportunities to better meet their stated objectives.
Water Company of America
Booth # 215
Contact: Ada Izquierdo
Title: Contract Manager
E-mail: ada@watercompanyofamerica.com
Phone: (305) 668-2822
Web site: www.watercompanyofamerica.com
Products/Services: Utility Accountability Services
Water Company of America (WCA) is the originator of a unique performance-based service
designed to identify and correct unbilled utility services for governmental agencies and thereby
capture increased revenue. This service is performed without a burden on staff time, as WCA
performs all necessary data mining, field analysis, and reporting functions.
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Wipfli LLP
Booth # 423
Contact: Brian Gaumont
Title: Business Developer
E-mail: bgaumont@wipfli.com
Phone: (608) 270-2952
Web site: www.wipfli.com/ngp
Products/Services: Certified Public Accountants; Consulting Services; Government Audits
Wipfli’s professionals in the nonprofit and government practice will help you keep your
organization in compliance and serving your community. Wipfli provides services for
government agencies such as audit, accounting, tax, IT, HR, fraud and forensic exams, training
and education, process improvement, workflow analysis, leadership development, and strategic
planning.
Yardi
Booth # 402
Contact: Helena Race
Title: Marketing Associate
Phone: (800) 866-1144
E-mail: helena.race@yardi.com
Web site: www.yardi.com
Products/Services: Software; Utility Billing Services
Yardi has been committed to the design, development, and support of real estate investment
management and property management software for three decades. Yardi Voyager is a full
business real estate management platform with portfolio-wide business intelligence and
platform-wide mobility. Yardi serves clients from 33 offices around the world.
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