| Sunday,
September 7th |
| All
Committee Meetings are held in The Broadmoor South Building |
|
8:00 a.m. 9:00 a.m.
Utah
/ Copper Room
|
NAST Banking Collateral and
Cash Management Committee
Presiding:
Hon. Lorelee Byrd, Nebraska State Treasurer
Hon. N. Anthony Calhoun,
District of Columbia Treasurer
|
|
8:30 a.m. 9:30 a.m.
Congress
A
|
NAST Pension Committee
Presiding:
Hon. Kathi Gilmore, North Dakota State Treasurer
Hon. Michael J. Murphy, Washington State Treasurer
|
|
9:30 a.m. 11:00 a.m.
Utah / Copper Room
|
NAST Credit Rating and Debt
Management Committee
Presiding:
Hon. Mike Ablowich, New Hampshire State Treasurer
Hon.
Jody Wagner, Viginia State Treasurer
|
|
11:00 a.m. noon
Congress
A
|
NAST Special Committee on
Corporate Governance
Presiding:
Hon. Brian K. Krolicki, Nevada State Treasurer
Hon.
Denise Nappier,
Connecticut State Treasurer
|
|
noon 1:00 p.m.
Utah / Copper Room
|
NAST College Tuition Committee
Presiding:
Hon. Tim Berry, Indiana State Treasurer
Hon.
Paul Tavares, Rhode Island State Treasurer
|
|
1:00 p.m. - 2:00 p.m.
Congress
A
|
NAST Long Range Planning
Committee
Presiding:
Hon.
W. Daniel Ebersole,
Georgia State Treasurer
|
|
2:00 p.m. 3:00 p.m.
Utah
/ Copper Room
|
NAST Legislative Committee
Presiding:
Hon. Jack Markell, Delaware State Treasurer
Hon.
Tim Berry,
Indiana State Treasurer
|
|
3:00 p.m. 4:00 p.m.
Utah
/ Copper Room
|
NAST Executive Committee
Presiding:
Hon.
Brian K. Krolicki,
Nevada State Treasurer
|
|
4:00 p.m. 5:00 p.m.
Congress
A
|
NAST Northeast Region
Treasurers Meeting
Presiding:
Hon.
Denise Nappier, Connecticut State Treasurer
|
|
4:00 p.m. 5:00 p.m.
Congress
B
|
NAST Midwest Region Treasurers
Meeting
Presiding:
Hon.
Lorelee Byrd,
Nebraska State Treasurer
|
|
4:00 p.m. 5:00 p.m.
Randall Davey
|
NAST Southern Region
Treasurers Meeting
Presiding:
Hon.
Jody Wagner,
Virginia State Treasurer
|
|
4:00 p.m. 5:00 p.m.
C.O.D.
Room
|
NAST Western Region Treasurers
Meeting
Presiding:
Hon.
Cynthia Lummis, Wyoming State Treasurer
|
|
6:00 7:30 p.m.
Main
Pool Terrace
|
Colorado Welcoming Reception
(Dinner
on your own.)
|
|
|
| Monday,
September 8th |
|
8:00 a.m.
Colorado Hall
|
Conference
Breakfast |
|
9:00 a.m.
International
Center North
|
Conference Opening Session
Hon.
Mike Coffman,
Conference Host & Colorado State Treasurer
Hon. Brian Krolicki, NAST President & Nevada State
Treasurer
|
|
9:30 a.m. 10:15 a.m.
International
Center North
|
Plenary Session One
"Common
Interests"
Moderator: Hon. W. Daniel Ebersole, Georgia State
Treasurer
|Speaker:
G. Kennedy Thompson, Chairman, CEO and President, Wachovia
|
|
10:15 a.m. 11:00 a.m.
International Center North
|
Plenary Session Two
"Enhancing Corporate Governance at Freddie Mac"
Moderator: Hon. Denise Nappier, Connecticut State
Treasurer
Speaker:
Paul T. Peterson, Executive Vice President & COO,
Freddie Mac
|
|
11:00 a.m. Noon
International
Center North
|
Plenary Session Three
A Conversation with the MSRB Leadership
Moderator: Hon.
Jody Wagner, Virginia State
Treasurer
Speakers:
Hill A. Feinberg, Chairman and Chief Executive
Officer, First Southwest Company
William J. Jester, Jr., Managing Director, UBS Financial
Services Inc.
Issuer
disclosure, political contributions, derivatives, and secondary
market pricing issues are high on
the agenda of the Municipal
Securities Rulemaking Board.
The boards current and incoming chairmen will discuss
these issues and how they affect the operation of the state
treasuries.
|
|
Noon
Colorado
Hall
|
Conference
Luncheon Honoring NAST Corporate Affiliates
|
|
1:30 p.m. 2:30 p.m.
International
Center South
|
Plenary
Session Four
Treasurers Innovations Roundtable
The nation's state treasurers exchange information about the
newest and most innovative initiatives undertaken in their states
to enhance operations and provide better service to their
constituents.
Moderator:
Hon. Tim Berry, Indiana State Treasurer
|
|
2:30 p.m. 3:30 p.m.
International
Center South
|
Plenary Session Five
NAST Foundation Showcase for Financial Education
As the financial leader in
their states, treasurers have been providing personal finance
education to their citizens for years.
During the showcase, treasurers will discuss the goals and
impact of these programs and will share their insight into the
implementation of these innovative programs.
Moderator: Hon. Brian Krolicki, Nevada State Treasurer
Speakers:
Hon. Judy Barr Topinka, Illinois State Treasurer
Hon. John Perdue, West Virginia State Treasurer
Hon.
Denise Nappier, Connecticut State Treasurer
|
|
3:30 p.m. 5:00 p.m.
International
Center South |
NAST Treasurers Business
Meeting
Presiding:
Hon.
Brian K. Krolicki,
NAST President & Nevada State Treasurer
|
|
6:30 p.m.
Cheyenne Lodge
|
Conference
Reception & Dinner
NOTE: The Broadmoor shuttles will depart from the
South and West Building entrances beginning at 6:15 p.m. |
|
|
| Tuesday,
September 9th |
|
7:30 a.m.
Colorado Hall
|
Conference
Breakfast & Opening of Exposition |
|
9:15 a.m. 9:30 a.m.
International
Center North
|
Opening
of Day
Speakers:
Hon.
Mike Coffman,
Conference Host & Colorado State Treasurer
Hon. Brian Krolicki, NAST President & Nevada State
Treasurer
|
|
9:30 a.m. 10:15 a.m.
International Center North
|
Plenary
Session Six
Ensuring A Healthy National Business Environment
Moderator:
Hon. Cynthia Lummis, Wyoming State Treasurer Speaker: Jerry
A. Grundhofer, Chairman, President & CEO, US Bancorp
|
|
10:15 a.m. 10:45 a.m.
International
Center North
|
Plenary
Session Seven
Unclaimed Pensions, ERISA, and Clymer v. Summit Bancorp
This session will discuss the
latest developments in this federal arena and explore other recent
precedent-setting legal cases.
Moderator: Hon. Dale McCormick, Maine State Treasurer
Speakers:
Hon. Anthony Calhoun, District of Columbia Treasurer
David
Epstein, Special Consultant, ACS State and Local Solutions
Unclaimed Property Clearinghouse
|
|
10:45 a.m. Noon
International
Center South
|
NAUPA Business Meeting &
NAST Unclaimed Property Committee
Presiding:
Hon. Dale McCormick, NAUPA President & Maine State
Treasurer
Hon. Steve Adams, Tennessee State Treasurer
Hon. John Perdue,
West Virginia State Treasurer
|
|
10:45 a.m. Noon
International
Center North
|
NAST
Corporate Affiliate Meeting |
|
11:45 a.m.
Colorado
Hall
|
Conference
Lunch with Exposition |
|
1:15 p.m.
Colorado
Hall
|
Buses Depart for Afternoon
Activities
NOTE:
Bus transportation
from The Broadmoor to the Air Force Academy will depart promptly
at 1:15 p.m. from Colorado Hall, and will not return until after dinner.
|
|
2:00 p.m. 5:00 p.m.
Air
Force Academy
|
Air Force Academy Sessions
& Tour
NOTES: Business
attire is required for the tour of the Air Force Academy and
dinner at the Garden of the Gods Club.
The
Air Force Academy is closed to the general public. No private cars
will be permitted to enter the campus. All conference participants
attending the Air Force Academy Sessions & Tour are required
to be on the NAST Conference transportation.
|
| 5:30
p.m. 6:00 p.m. |
Garden
of the Gods Tour
|
|
6:00 p.m.
Garden of the Gods Club
|
Conference
Reception & Dinner |
|
|
| Wednesday,
September 10th |
|
8:00 a.m.
Colorado
Hall
|
Conference
Breakfast with Exposition |
|
9:30 a.m. 9:45 a.m.
International
Center North
|
Opening
of Day
Speakers:
Hon. Mike Coffman, Conference Host & Colorado
State Treasurer
Hon. Brian Krolicki, NAST President & Nevada State
Treasurer
Hon.
Dale McCormick,
NAUPA President & Maine State Treasurer
|
|
9:45 - 10:45 a.m.
International Center North
|
Plenary Session Eight
Trends in Unclaimed Property
Changes and enhancements to unclaimed property laws continue to
evolve as states attempt to improve the ultimate consumer
protection statutes. This
session will explore recent state legislative activity, emerging
trends, and state-by-state statistical data.
An
analysis of the landmark legal case Delaware v. New York will also
be included.
Moderator: Hon. Dale McCormick, Maine State
Treasurer
Speakers:
Lynden Lyman, Managing
Director, ACS State and Local Solutions Unclaimed Property
Clearinghouse
Stephen Larson,
Executive Officer IV, Iowa State Treasury
Robert
Griffin,
Principal, Audit Services, U.S., LLC
|
|
10:45 a.m. Noon
International Center North
|
Plenary Session Nine
Innovations in Unclaimed Property Outreach
Agency heads and executives will exchange the latest innovative
initiatives undertaken to return unclaimed property to owners in
record numbers.
Moderator:
Vicki Bridgeman, Director of Unclaimed Property, Virginia
Department of Treasury
|
|
Noon
Colorado
Hall
|
Conference
Lunch with Exposition |
|
1:30 p.m. 2:30 p.m.
International Center North
|
Plenary
Session Ten
Partnering For Progress: Leveraging Business Data and Services in
Unclaimed Property
This session will reveal how states can work with the
private sector to achieve maximum success in their goal of
reporting and returning unclaimed property.
Moderator: Stuart Thronson, Unclaimed Property Program
Manager, Washington Department of Revenue
Speakers:
John K. Greaney,
Leader of Government Services, Dunn & Bradstreet
Joe Carvalhido,
President, Xcitek
Tina Foehlinger,
Marketing Director, ReferenceUSA
Maureen Ferrari,
Manager, Pennsylvania State Treasury
|
|
2:30 p.m. 3:30 p.m.
International
Center North
|
Plenary Session Eleven
Gift Instrument Challenges
This session will review the challenges facing unclaimed
property programs regarding gift instrument reporting.
Moderator:
George
Tamayo,
Division Manager, Office of Texas Comptroller of Public Accounts
Speakers:
Hon. Denise Nappier, Connecticut State Treasurer
Suzanne Darling,
Vice
President of Strategic Initiatives, ACS State and Local Solutions
Unclaimed Property Clearinghouse
|
|
3:30 p.m. - 4:30 p.m.
International
Center North
|
Plenary
Session Twelve
Increasing Accuracy and Efficiency in Unclaimed Property
Administration
Learn the newest trends and innovative techniques that states
are utilizing to increase their level of service to their
constituents while making the process more effective, efficient
and cost effective.
Moderator:
Beth Chapman, Director of Unclaimed Property, Tennessee
State Treasury
|
|
6:00
p.m.
Mountain
View Terrace
|
Conference
Reception & Dinner |
|
|
| Thursday,
September 11th |
|
8:00 a.m.
Colorado Hall
|
Conference
Breakfast |
|
|