exhibitor directory - gfoa.org · exhibitor directory may 18 – 21, ... 20' 20' 209...

Wells Fargo Government and Institutional Banking is a specialized business with professionals experienced in understanding the unique challenges faced by all types of government organizations. From raising capital and managing assets to increasing operational efficiencies and managing risk, we offer the right combination of services to help you achieve your goals. Let us put the knowledge gained from our experience to work for you.

To learn more, visit wellsfargo.com/government.

Put our experienced team to work for you

Commercial banking products and services are provided by Wells Fargo Bank, N.A. Investment banking and capital markets products and services are provided by Wells Fargo Securities, and are not a condition to any banking product or service. Wells Fargo Securities is the trade name for certain securities-related capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA, NFA, and SIPC, and Wells Fargo Bank, N.A. Municipal derivatives services are provided by Wells Fargo Bank, N.A., a swap dealer registered with the CFTC and a member of the NFA. © 2014 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. WCS-1183838

WCS-1183838-2014-GFOA-Exhibitor-AD-PROOF1.indd 1 4/7/2014 2:37:01 PM

Wells Fargo Government and Institutional Banking is a specialized business with professionals experienced in understanding the unique challenges faced by all types of government organizations. From raising capital and managing assets to increasing operational

services to help you achieve your goals. Let us put the knowledge gained from our experience to work for you.

To learn more, visit wellsfargo.com/government .

Put our experienced team

Commercial banking products and services are provided by Wells Fargo Bank, N.A. Investment banking and capital markets products and services are provided by Wells Fargo Securities, and are not a condition to any banking product or service. Wells Fargo Securities is the trade name for certain securities-related capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA, NFA, and SIPC, and Wells Fargo Bank, N.A. Municipal derivatives services are provided by Wells Fargo Bank, N.A., a swap dealer registered with the CFTC and a


108th Annual ConferenceThe Future of Government Finance

Exhibitor Directory

May 18 – 21, 2014 • Minneapolis, MinnesotaMinneapolis Convention Center

Exhibit_FC_Layout 1 4/29/14 2:05 PM

GAIN FIRM FOOTING

NEW SYSTEMS PLANNING PROJECT MANAGEMENT STRATEGIC IT PLANNING

Learn more. Contact Chad Snow | [email protected] | berrydunn.com/government

Implementing change can be an uphill climb. BerryDunn can help. Our government consulting experts provide independent, objective advice.

BDMP-158A GFOA_Ad_r4.indd 1 4/21/14 9:48 AM

*As of 3/31/2014

Providing Client Focused Investment Solutions Since 1995Galliard Capital Management delivers fixed income investment management solutions to the municipal marketplace and has more than $86.7 billion in assets under management.* Visit our website to view our latest perspectives on investing.

For More Information:www.Galliard.com800-717-1617

Dave Ferry, Senior [email protected]

FIXED

INVESTMENT

SOLUTIONS

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Government Finance Officers Association203 North LaSalle Street, Suite 2700Chicago, Illinois 60601-1210312.977.9700 fax: 312.977.4806

Washington, DC Office1301 Pennsylvania Avenue, N.W., Suite 309 · Washington, DC 20004 · 202.393.8020 · fax 202.393.0780

www.gfoa.org

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Exhibitor Directory

Contents

GFOA Products and Services .................................................................. 7Philadelphia Convention & Visitors Bureau (PHLCVB) ............................ 7Abila.......................................................................................................... 7AccuFund, Inc........................................................................................... 8Achievement of Excellence in Procurement® ........................................... 8Advanced Processing & Imaging, Inc. (API)............................................. 8AICPA Learning ........................................................................................ 8Alamo Capital ........................................................................................... 9American City & County ........................................................................... 9American Municipal Tax-Exempt Compliance Corp. (AMTEC) ................ 9AmeriNational Community Services ......................................................... 9AmpliFund Public Sector ........................................................................ 10Application Software, Inc. dba ASIFlex .................................................. 10Arbitrage Compliance Specialists ........................................................... 10Arthur J. Gallagher & Co. ....................................................................... 10Assured Guaranty................................................................................... 11AST Corporation ..................................................................................... 11Automated Merchant Systems, Inc......................................................... 11AXA ........................................................................................................ 11Badger Meter .......................................................................................... 13Bank of America Merrill Lynch ................................................................ 13Becker Professional Education............................................................... 13BerryDunn .............................................................................................. 13BidSync .................................................................................................. 15Billtrust .................................................................................................... 15BKD, LLP ................................................................................................ 15BlackRock............................................................................................... 15BLX Group LLC ...................................................................................... 16BMO Financial Group ............................................................................. 16BNY Mellon............................................................................................. 16The Bond Buyer...................................................................................... 16Breckinridge Capital Advisors................................................................. 18BS&A Software ....................................................................................... 18

Government Finance Officers Association108th Annual Conference

May 18-21, 2014 / Minneapolis, MN

Build America Mutual.............................................................................. 18Caselle, Inc. ............................................................................................ 18CaseWare............................................................................................... 19CGI ......................................................................................................... 19Chandler Asset Management ................................................................. 19Choice Hotels International .................................................................... 19Ciber, Inc. ............................................................................................... 21CIPPlanner Corp. ................................................................................... 21Clearwater Analytics ............................................................................... 21ClientFirst Technology Consulting .......................................................... 21CliftonLarsonAllen .................................................................................. 22Coastal Securities, Inc. ........................................................................... 22Comerica Securities, Inc......................................................................... 22Complus Data Innovations ..................................................................... 22Computron Software............................................................................... 23CORE Business Technologies ............................................................... 23CostTree, LLC ........................................................................................ 23Cutwater Asset Management ................................................................. 23DAC ........................................................................................................ 24DATAMATX ............................................................................................ 24E&I Public Sourcing ................................................................................ 24eCivis Inc. ............................................................................................... 24ecoEnvelopes, LLC ................................................................................ 25Edward Jones ......................................................................................... 25ExecuTime Software .............................................................................. 25Federated Investors................................................................................ 25Fidelity Investments ................................................................................ 27Finite Matters Ltd. ................................................................................... 27Finley & Cook ......................................................................................... 27First Empire Securities ........................................................................... 27FirstSouthwest ........................................................................................ 28FISCAL Technologies............................................................................. 28Fitch Ratings........................................................................................... 28Gabriel, Roeder, Smith & Company ....................................................... 28GNC Consulting, Inc. .............................................................................. 29GOVERNING .......................................................................................... 29Govolution .............................................................................................. 30Grant Street Group ................................................................................. 30Great-West Financial .............................................................................. 30Harris Computer Systems ...................................................................... 30High Line Corporation............................................................................. 31Humana, Inc. .......................................................................................... 31ICMA-RC ................................................................................................ 32Infor ........................................................................................................ 32InfoSend, Inc. ......................................................................................... 32

IntelliTime Systems Corporation............................................................. 32Ipreo ....................................................................................................... 33J.P. Morgan ............................................................................................ 33KeyBank National Association................................................................ 34Kronos Incorporated ............................................................................... 34KUBRA ................................................................................................... 34LexisNexis Payment Solutions ............................................................... 34Lincoln Financial Group .......................................................................... 35LTAS Technologies, Inc. ........................................................................ 35MassMutual Retirement Services ........................................................... 36Microsoft Dynamics ................................................................................ 36Mitchell Humphrey & Co. Partnered with PDS Software ........................ 36Mo’mix Solutions .................................................................................... 36Moody’s Investors Service...................................................................... 37Morgan Stanley ...................................................................................... 37MSB (Gila LLC, d/b/a MSB).................................................................... 37Multi-Bank Securities, Inc. ...................................................................... 37National Association of Government Defined ......................................... 38 Contribution Administrators (NAGDCA)National Joint Powers Alliance (NJPA)................................................... 38National Public Finance Guarantee ........................................................ 39Nationwide Retirement Solutions ........................................................... 39NBS ........................................................................................................ 39Neubrain ................................................................................................. 39New World Systems ............................................................................... 40NOVAtime Technology, Inc. ................................................................... 40OpenGov.com ........................................................................................ 41Open North Inc. ...................................................................................... 41Open Systems, Inc. ................................................................................ 41Oppenheimer & Co. Inc. ......................................................................... 41Oracle ..................................................................................................... 42PARS ...................................................................................................... 42Payment Service Network, Inc. .............................................................. 42PayNearMe............................................................................................. 42Performance Analytics Corp. .................................................................. 43The PFM Group ...................................................................................... 43Piper Jaffray Companies ........................................................................ 44Plan-It CIP Software ............................................................................... 44Plante & Moran, PLLC ............................................................................ 44PMA Financial Network, Inc. .................................................................. 44Point & Pay ............................................................................................. 45PowerPlan Corporation .......................................................................... 45Promontory Interfinancial Network, LLC ................................................. 45Public Trust Advisors .............................................................................. 45Quatred, LLC .......................................................................................... 46

Questica Inc............................................................................................ 46Quintel-MC, Inc....................................................................................... 47Royal 4 Systems..................................................................................... 47R.W. Baird .............................................................................................. 47SAFEChecks .......................................................................................... 47Sage ....................................................................................................... 48Selectron Technologies, Inc. .................................................................. 48Sightlines ................................................................................................ 48Simpson & Simpson CPAs ..................................................................... 48SoftResources, LLC ............................................................................... 49Springbrook Software ............................................................................. 49Springsted Incorporated ......................................................................... 51Standard & Poor’s .................................................................................. 51Stifel........................................................................................................ 51SunGard Public Sector ........................................................................... 51SymPro Software (a division of Emphasys Software) ............................ 52Thales Consulting Inc. ............................................................................ 52TIAA-CREF ............................................................................................. 52TWI – Summation360 ............................................................................. 52Tyler Technologies ................................................................................. 53UBS Financial Services, Inc. – HSJ Investment Consultants ................. 53UMB Financial Corporation .................................................................... 53Union Bank, N.A. .................................................................................... 53University of Georgia .............................................................................. 54U.S. Bank ............................................................................................... 54U.S. Commodity Futures Trading Commission ...................................... 54Vanco Services, LLC .............................................................................. 54Vantiv...................................................................................................... 56Vining Sparks ......................................................................................... 56Visa......................................................................................................... 56Water Company of America ................................................................... 56Wipfli LLP ............................................................................................... 57Xpress Bill Pay ....................................................................................... 57Yardi ....................................................................................................... 57Zora Analytics ......................................................................................... 57

GFOA Products and Services Booth # 101Natalie Laudadio, Communications ManagerPhone: (312) 977-9700 x2298 | [email protected] 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.

· GFOA technical staff will be on hand throughout conference to answer practical questions you might have on issues related to accounting, financial reporting, or budget presentation. Also, if you are not already participating in one of the GFOA’s professional recognition programs, or are not yet a reviewer for one of those programs, you are invited to stop by the booth to obtain more information. (Information is also available at the GFOA’s website: www.gfoa.org.)

· Members of GFOA’s Research and Consulting Center will be available

throughout the conference to discuss consulting opportunities, research projects, training events, GFOA best practices, and more. Stop by to learn about the various ways that GFOA can be of assistance to you and your organization. If you’re interested in joining the GFOA team, the GFOA’s Research and Consulting Center has job openings in its Chicago office available for entry-level and experienced consultants/analysts and managers to support many of GFOA’s offerings including consulting, training coordination, conference planning, best practice development, and research. To inquire about one of these positions or discuss in more detail please stop by the booth and speak with Mike Mucha, Acting Director, Research and Consulting.

· While at the booth, order the new GAAFR Supplement (e-book), GAAFR (e-book), An Elected Official’s Guide: The New Pension Accounting (e-book), and other GFOA publications.

Philadelphia Convention & Visitors Bureau (PHLCVB) Booth # 731Janice Telstar, Assistant Director, Convention ServicesPhone: (215) 636-4450 | [email protected] site: www.discoverphl.com | Location of the 2015 annual conference; Tourism

Philadelphia – a historic and modern city where iconic landmarks (Liberty Bell!) and cultural attractions (over 15 museums!) create a vibrant tapestry for exploring. Our restaurant renaissance continues with dining choices for every palette and budget and, of course, our famous cheesesteaks, soft pretzels, and Tastykakes. Don’t forget to run the Rocky steps!

Abila Booth # 727Erin Lemons, Marketplace ManagerPhone: (512) 861-3021 | [email protected] site: www.abila.com | 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.

7 | GFOA 2014 Exhibitor Directory

AccuFund, Inc. Booth # 509Michael Anthony, Regional Sales DirectorPhone: (877) 872-2228 x215 | [email protected] site: www.accufund.com/gfoa | 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.

Achievement of Excellence in Procurement® Booth # 903National Procurement Institute, Inc., AEP Award CommitteePhone: (866) 877-7641 | [email protected] site: www.npiconnection.org | Association Services

The National Procurement Institute (NPI) presents the Achievement of Excellence in Procurement® (AEP), the national program to benchmark organizational excellence in procurement. Visit us to learn how your organization can earn this prestigious award that measures the innovation, professionalism, productivity, e-procurement, and leadership attributes of your procurement organization.

Advanced Processing & Imaging, Inc. (API) Booth # 916Laurie VanDoezelaar, Director of SalesPhone: (561) 672-8383 x2032 | [email protected] site: www.apimg.com | Business Process Automation; Document Imaging; Government IT Solutions

Advanced Processing & Imaging (API) develops document management and workflow automation solutions for government agencies. Customers reduce operating expenses and increase productivity through more efficient business execution and reduced dependency on paper-based processes. Our solutions work with your business applications to automate processes and present information relevant for the task at hand, without the need to search for it!

AICPA Learning Booth # 231Sarah LeBeau, Major Account ManagerPhone: (240) 654-7180 | [email protected] site: www.aicpalearning.com | Consulting Services; Education; Software

The AICPA (American Institute of Certified Public Accountants) has content and tools specifically for your organization’s financial professionals. AICPA Learning has everything you need to deploy blended learning curriculums for your financial professionals based on their job level and job function. These programs help align their education with your organization’s goals, while enhancing job satisfaction and employee retention.


Alamo Capital Booth # 826Ben Mullally, Vice President, InvestmentsPhone: (925) 956-0126 | [email protected] site: www.alamocapital.com | Brokerage Services; Financial Management/Services

Established in 1987, Alamo Capital is a broker dealer located in Walnut Creek, California. With over 25 years of specializing in tax-exempt investments, our aim is to provide timely and efficient executions of investment transactions for our retail, institutional, and wholesale clientele. Alamo Capital is certified with the NWBOC, the SBE, and BBB Rated A+.

American City & County Booth # 124Andy VanSciver, Sales ManagerPhone: (312) 840-8461 | [email protected] site: www.americancityandcounty.com | Publishing

American City & County serves a powerful audience of city, county, and state officials who develop and implement government policy, programs, and projects. American City & County’s family of media products delivers editorial insights, government trends, project profiles, best practices, exclusives, and a broad scope of local and state government news.

American Municipal Tax-Exempt Compliance Corp. (AMTEC) Booth # 320Raymond H. Bentley, PresidentPhone: (860) 321-7521 | [email protected] site: www.amteccorp.com | 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.

AmeriNational Community Services Booth # 337Timothy O’Malley, Sr. Vice President of Sales & MarketingPhone: (410) 644-3901 x1417 | [email protected] site: www.amerinational.net | Loan Portfolio Management; Financial Management/Services; Underwriter

AmeriNational has provided loan servicing, loss mitigation, underwriting, compliance monitoring, and other related services to the government and non-profit sectors across the nation since 1975. We also facilitate the purchase of loan portfolios. Our services are customized for each client in order to best meet their program directives.


AmpliFund Public Sector Booth # 822Jason Haddad, Marketing ManagerPhone: (216) 377-5500 x1594 | [email protected] site: www.streamlinksoftware.com | Compliance Reporting; Government IT Solutions; Software

AmpliFund Public Sector helps manage every stage of the grant lifecycle, providing tools to more efficiently meet reporting compliance requirements, generate revenue, and increase capacity. See exactly how funds enter and leave states, counties, or municipalities, including sub-recipient management features for easy monitoring, reporting, and auditing of complex grants.

Application Software, Inc. dba ASIFlex Booth # 522Anita Spencer, Vice President of MarketingPhone: (573) 777-5633 | [email protected] site: www.asiflex.com | Benefits Consulting; HR Management Systems

ASIFlex and ASI COBRA provide third-party benefit administration service solutions to clients nationwide. ASIFlex provides account-based administration for Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs), and Parking/Transit Commuter Benefits. ASI COBRA provides COBRA and direct/retiree billing solutions.

Arbitrage Compliance Specialists Booth # 404Robert Goubert, Vice PresidentPhone: (303) 867-7536 | [email protected] site: www.rebatebyacs.com | 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 # 425Gregg R. Aleman, Area Senior Vice PresidentPhone: (630) 285-3637 | [email protected] site: www.ajg.com | 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 services, data analysis and benchmarking, retirement brokerage and consulting, human resource services, and more. Learn about us at www.ajg.com.



Assured Guaranty Booth # 829Christopher Chafizadeh, Managing DirectorPhone: (212) 339-0832 | [email protected] J. Hogan, Managing DirectorPhone: (212) 408-6006 | [email protected] site: www.assuredguaranty.com | Financial Guarantee Insurer

Through Assured Guaranty Municipal (AGM), Municipal Assurance Corp. (MAC), and Assured Guaranty Corp. (AGC), Assured Guaranty is the leading provider of municipal bond insurance. For almost three decades, we have helped bond issuers lower their cost of funds by guaranteeing timely principal and interest payments and providing credit selection, underwriting, and surveillance for investors.

AST Corporation Booth # 707Jennifer Ryerson, Vice President, Business DevelopmentPhone: (630) 778-1180 | [email protected] site: www.astcorporation.com | 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.

Automated Merchant Systems, Inc. Booth # 327Daniel L. Sloan, PresidentPhone: (407) 331-5465 | [email protected] site: www.automatedmerchant.com | 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.

AXA Booth # 806William Sorrentino, Senior Regional Vice PresidentPhone: (732) 330-4132 | [email protected] site: www.axa.com | Retirement Plans/Services

AXA is a leading financial services company and premier provider of annuities, life insurance, and related financial services. For over 30 years, AXA has served the 457 government market by helping address the goals of plan sponsors and offering their employees innovative products and services. (AXA Advisors, LLC member FINRA/SIPC)

For marketing disclaimer, visit bankofamerica.com/disclaimer 02-14-8996

The power of global connectionsTM

future stateAdvancing public sector goals

and the greater good through

integrated financial solutions.

bofaml.com/publicsector

AD-02-14-8996.indd 1 3/25/14 7:50 AM


Badger Meter Booth # 528Jacob Jasperson, Sales Support ManagerPhone: (414) 371-5936 | [email protected] site: www.badgermeter.com | 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 # 503Kelly Rose, Senior Marketing Programs ManagerPhone: (980) 386-3487Web site: www.bankofamerica.com/government | 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.

Becker Professional Education Booth # 715John Gioeli, Director, Government ProgramsPhone: (703) 631-8840 | [email protected] site: www.becker.com | Education/Training

Nearly half a million professionals have advanced their careers through Becker’s CPA Exam Review, PMP® Exam Review, and Continued Professional Education programs. Come visit us at booth 715 to see our Online CPE Catalog.

BerryDunn Booth # 531Chad Snow, Senior ManagerPhone: (207) 541-2294Web site: www.berrydunn.com | 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.

We can help make retirement a reality for your employees.As a non-profit independent financial services corporation focused exclusively on the retirement needs of the public sector, we’ve provided plan sponsors with exceptional support since 1972. And we provide retirement plans and related services for more than a million public sector participant accounts through innovative retirement planning, investment strategies and educational materials. No wonder so many city, county and state employees turn to us to power their retirement plans.

Learn more at www.icmarc.org/visit or call 888-457-2872.Statistic Source: The 2012 EBRI/MGA Retirement Confidence Survey© 2013 ICMA-RC AC 0213-6297

Workers who have calculated their retirement savings needs tend to have higher

financial goals for retirement.

BidSync Booth # 424Jon Moody, Vice President, Procurement SalesPhone: (801) 765-9245 | [email protected] site: www.bidsync.com | Government Procurement; Online Auction; Payment Processing Systems

BidSync is the leader in cloud-based, end-to-end procurement solutions. More than 1,000 government agencies nationwide employ BidSync to reduce costs and improve efficiencies to meet increasing procurement demands. Providing the largest bid notification system in North America, agencies have access to more than 800,000 vendors. For more information, visit us in booth 424.

Billtrust Booth # 524Anthony Moy, Marketing CoordinatorPhone: (609) 235-1010 | [email protected] site: www.billtrust.com | 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.

BKD, LLP Booth # 433Debi Ladyman, National Industry PartnerPhone: (317) 383-4000 | [email protected] site: www.bkd.com | Benefits Consulting; Certified Public Accountants; Consulting Services

BKD National Governmental Group members understand the unique issues and needs of different government entities, including tribal governments, federal and state agencies, public utilities and power agencies, airports, and transportation authorities. Our advisors can help with fiscal accountability, resource management, performance management, budgeting, and debt administration.

BlackRock Booth # 615Jennifer Gately, Marketing AssociatePhone: (800) 441-7450 | [email protected] site: www.blackrock.com/cash | 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.


BLX Group LLC Booth # 807Robert Kronman, Director of MarketingPhone: (213) 612-2465 | [email protected] site: www.blxgroup.com | Arbitrage Rebate Services; Compliance Reporting; Post Issuance Compliance Services

BLX Group works with municipalities and nonprofits to effectively manage debt offerings and investments from original conception to final redemption. We offer arbitrage compliance services; post-issuance compliance services; investment advisory and management services; financial advisory services; bond pricing advisory services; swap advisory and monitoring services; and more.

BMO Financial Group Booth # 923Andre W. Blanchard, Managing Director & Regional Team Lead, BMO Financial GroupPhone: (819) 243-0323 | [email protected] site: bmo.com/spendandpaymentJohn M. Mattern, Managing Director, Institutional Market – Government Banking, BMO Harris BankPhone: (312) 461-3295 | [email protected] site: bmoharris.com/governments | Financial Management/Services

BMO Financial Group has been serving the needs of government clients for more than a century. Whether it’s our treasury management solutions, our bond offering capabilities to help fund projects, or our corporate card programs to help bridge the timing differences in cash flow, we’re focused on one thing – our clients’ financial success.

BNY Mellon Booth # 732Robert Kocher, Vice PresidentPhone: (317) 637-7777 | [email protected] site: www.bnymellon.com/corporatetrust | Arbitrage Compliance Services; Debt Trustee Services

BNY Mellon is a recognized leader in the U.S. Public Finance market. Core services include debt trustee, paying agency, escrow agency, custody, arbitrage compliance, and other administrative and fiduciary services. We have a long tradition of collaborating with clients across the full range of debt instruments to provide customized solutions.

The Bond Buyer Booth # 429Michael Ballinger, National Advertising ManagerPhone: (212) 803-8481 | [email protected] site: www.bondbuyer.com | 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.


In the cloud.

Open government.

On the go, wherever you go,

Fresh brewed technology.Join us in booth #115 for ongoing demonstrations on the

latest in mobile technologies for the public sector and

solutions for citizen transparency. To learn more,

visit tylertech.com or email us at [email protected].

Stop and relax with a cup of joe on us;

stay to experience government unplugged

in the Tyler Café at GFOA booth #115

Tyler is there.

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4674-01 GFOA Exhibitor Directory Ads_HIGH.pdf 1 4/28/14 2:53 PM

Breckinridge Capital Advisors Booth # 510Timothy Coffin, Senior Vice PresidentPhone: (617) 443-1120 | [email protected] site: www.breckinridge.com | Financial Management/Services; Sustainable Fixed Income

Breckinridge Capital Advisors is a Boston-based investment advisor specializing in the management of high-grade fixed income portfolios for institutions and private clients. Working through a network of investment consultants and advisors, Breckinridge offers municipal, corporate, government, and sustainable bond strategies in customized separate accounts.

BS&A Software Booth # 321Bill Garner, Training & Demonstration SpecialistPhone: (517) 641-8900 | [email protected] site: www.bsasoftware.com | 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.

Build America Mutual Booth # 112Scott C. Richbourg, Head of Public FinancePhone: (212) 365-7562 | [email protected] site: www.buildamerica.com | Financial Guaranty Insurer

Build America Mutual Assurance Company (BAM) is a mutual bond insurer of essential public purpose municipal bonds, exclusively. Our members are cities, states, and other municipal agencies issuing bonds with BAM’s guaranty to lower their cost of borrowing. Rated AA/Stable by S&P, BAM has the highest S&P rating in its industry. BAM is sponsored by the NLC.

Caselle, Inc. Booth # 527KC Stayner, Territory ManagerPhone: (801) 850-5000 | [email protected] site: www.caselle.com | 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.”


CaseWare Booth # 910Hafiz Khan, Sales DirectorPhone: (416) 867-9504 x1161 | [email protected] site: www.caseware.com/cafr | Government Audits; Government IT Solutions; Software

CaseWare’s advanced technology solutions enhance performance and extend core capabilities of accounting, auditing, financial risk, and governance professionals in over 130 countries. Featured government solutions include IDEA (for data analysis and fraud detection), GASB Financials (for GASB and CAFR reporting), and Monitor (for continuous monitoring of any automated system).

CGI Booth # 721Jeff Snyder, Business Development DirectorPhone: (925) 818-5790 | [email protected] site: www.cgi.com/cgiadvantage | 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-for-government solutions for financial management, procurement, budgeting, human resources management, and business intelligence – to help clients succeed in today’s tough economic times.

Chandler Asset Management Booth # 414Ned Connolly, SVP, Client ServicePhone: (800) 317-4747 | [email protected] site: www.chandlerasset.com | Financial Management/Services

Since 1988, public entities have trusted Chandler Asset Management to manage their fixed income portfolios. We believe that our risk-controlled approach results in portfolios that protect principal and enhance income. Our mission is to add value and manage risk – every day, for every client.

Choice Hotels International Booth # 317Thom Puccio, Key Account Director, Government & Agency SalesPhone: (301) 628-5859 | [email protected] site: www.choicehotels.com | 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.



DELIVERING STRENGTH & INTEGRITY

usbank.com

U.S. Bank is not responsible for and does not guarantee the products, services, performance or obligations of its affiliates. ©2014 U.S. Bank National Association. All rights reserved.

NOT A DEPOSIT NOT FDIC-INSURED MAY LOSE VALUE NOT GUARANTEED BY THE BANK NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Deposit products offered by U.S. Bank National Association. Member FDIC. Investment and Insurance products are:

As a trusted market leader, we provide our clients with strength, stability and service delivery — all performed with the utmost integrity.

U.S. Bank offers innovative financing strategies and a broad set of solutions to help take our clients in the right direction. In addition to our quality service and products, we have something more that makes us extremely proud — our people. Let us prove how powerful a relationship with U.S. Bank can be.

Put our strength, expertise and integrity towork for you.

Enjoy some mini golf, visit booth 401.

Proud sponsor of the National GFOA Conference

GFOA-ExhibitorDirectory.indd 1 4/28/2014 1:43:24 PM


Ciber, Inc. Booth # 515Dan Puett, Director | [email protected] Moore, Director | [email protected]: (303) 220-0100Web site: www.ciber.com | Consulting Services; ERP Systems/Consulting

Ciber is a global IT consulting firm helping more than 600 state and local government clients in all 50 states with services in the areas of ERP implementation, cloud and managed services, application development and management, IT operations, security, and enterprise integration, as well as change, learning, and performance management.

CIPPlanner Corp. Booth # 508Jeffrey Kraft, Sales ManagerPhone: (408) 340-0469 | [email protected] site: www.cipplanner.com | Financial Management/Services; Government IT Solutions; Software

CIPAce™ is a web-based enterprise-wide solution that provides government agencies, educational institutions, and organizations the tools necessary to manage their enterprise capital programs. The process of planning, financing, and executing capital projects touches many systems, tools, and procedures. CIPAce™ integrates the complex processes involved in planning and managing projects, programs, and portfolios.

Clearwater Analytics Booth # 437Logan Brown, Business DevelopmentPhone: (208) 433-1200 | [email protected] site: http://clearwater-analytics.com | Compliance Reporting; Investment Accounting; SEC Filings

Clearwater Analytics provides web-based investment accounting and portfolio reporting and analytics for government entities, corporate treasuries, insurance companies, and asset managers. Clearwater’s daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency and reports on more than $1 trillion in assets for thousands of institutional investors.

ClientFirst Technology Consulting Booth # 223David Krout, Managing PartnerPhone: (951) 739-7989 | [email protected] site: www.clientfirstcg.com | Government IT Solutions

Local government-focused, independent IT consulting firm specializing in software selection, application utilization improvement, IT master planning, IT infrastructure, IT security reviews, disaster recovery planning, telecom bill auditing, VoIP procurement, RFP specifications, IT staffing assessments, IT support, and much more. No product sales. We always represent your best interests.


CliftonLarsonAllen Booth # 315Mindy Duncan, Marketing ManagerPhone: (414) 721-7523 | [email protected] site: www.claconnect.com/government | Certified Public Accountants; Consulting Services; Government Audits

CliftonLarsonAllen is one of the nation’s top ten accounting and consulting firms, serving 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 # 411D. Ann Komar, Executive Vice PresidentPhone: (713) 435-4330 | [email protected] site: www.coastalsecurities.com | 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.

Comerica Securities, Inc. Booth # 725Chris Theut, Senior Vice President & ManagerPhone: (313) 222-0048 | [email protected] site: www.comerica.com | Banking Investment Services; Brokerage Services; Financial Management/Services

Our offerings of institutional fixed income investments include agency bonds, CDs, commercial paper, corporate bonds, mortgage back securities, money market investments, and municipal bonds.

Complus Data Innovations Booth # 724David Holler, Vice President of Business DevelopmentPhone: (914) 747-1200 | [email protected] site: www.complusdata.com | Parking Citation Processing; Payment Processing Systems

Complus Data Innovations, Inc. (CDI) provides parking enforcement technology and ticket processing services to over 200 clients nationwide. CDI offers management software, handheld ticket writers, web payments, and collection services. Our technology and services are available at no upfront cost, and we also include all of the training, maintenance, and support.


Computron Software Booth # 703Rob Rutkowski, VP of Business DevelopmentPhone: (949) 887-4217 | [email protected] site: www.computronsoftware.com | Software

Computron Software proudly introduces Chameleon, the proven budgeting and reporting solution for the public sector. Available immediately – without the need for RFP – Chameleon works with all ERPs, financial software solutions, and databases. If your city, county, or special district is still using spreadsheets for your budgets or manual reports, see Chameleon at www.computronsoftware.com.

CORE Business Technologies Booth # 405Shae McWilliams, Account ExecutivePhone: (401) 431-0700 x1448 | [email protected] site: www.corebt.com | Financial Management/Services; Payment Processing Systems; Tax Collection

CORE’s iPayment Revenue Portal manages cashiering, bill payment, and e-commerce 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.

CostTree, LLC Booth # 821Nicolie Lettini, PresidentPhone: (844) CostTree (267-8873) | [email protected] site: www.CostTree.net | Budgeting Services; Government IT Solutions; Software

CostTree is the premier web-based cost allocation plan software provider. Our focus on user experience and intuitive design resulted in the best tool to prepare your cost allocation plan in-house, featuring Excel upload and a document repository. We designed our application with the end user in mind.

Cutwater Asset Management Booth # 322David Witthohn, CFA, CIPM, Director, Public Sector GroupPhone: (303) 864-7452 | [email protected] site: www.cutwater.com | 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.


DAC Booth # 111Lisa Olsen, Senior Vice President – Director of Sales/MarketingPhone: (888) 824-2663 | [email protected] site: www.dacbond.com | Compliance Reporting

Digital Assurance Certification (DAC) is an industry leader in providing post-issuance compliance services to the municipal securities industry. DAC’s uniquely easy-to-use patented systems allow issuers of tax-exempt municipal securities to meet both IRS and SEC requirements in a timely, reliable manner.

DATAMATX Booth # 332Cindy Pearson, National Business Development ManagerPhone: (800) 943-5240Web site: www.datamatx.com | 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.

E&I Public Sourcing Booth # 330Frank Meyran, National Account ExecutivePhone: (706) 372-0359 | [email protected] site: www.publicsourcing.org | Government Procurement

In conjunction with lead public agencies, E&I Public Sourcing develops easy-access agreements that leverage the purchasing power of the public sector, providing greater savings and increasing budgetary control.

eCivis Inc. Booth # 816Corey Coll, Account ExecutivePhone: (626) 578-6620 | [email protected] site: www.ecivis.com | 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.


ecoEnvelopes, LLC Booth # 820Gale Ward, PresidentPhone: (612) 605-4885 | [email protected] site: www.ecoenvelopes.com | Billing Services; Consulting Services; Utility Billing Services

ecoEnvelopes is an environmental, women-owned company with 2-way envelopes that are easy-to-use, eco-friendly, and save money. Brenda Davit, Assistant Finance Manager for the City of Roseville, says that “Using ecoEnvelopes is a great way to save both money and the environment. We save thousands of dollars a year…in our utility bills.”

Edward Jones Booth # 908Chris Collier, Managing DirectorPhone: (314) 515-2683 | [email protected] Perkins, AnalystPhone: (314) 515-3892 | [email protected] site: www.edwardjones.com | Banking Investment Services

Edward Jones offers a unique 100% retail distribution approach to the underwriting process. Our 12,000+ financial advisors live and work in communities throughout the country. Having those local advisors allows the firm to promote local distribution of your bonds to citizens in your community at a competitively low interest rate.

ExecuTime Software Booth # 914Jake Brose, Account ExecutivePhone: (888) 832-3932 x550 | [email protected] site: www.executime.com | Payroll Services/Administration; Software; Time & Attendance & Advanced Scheduling

ExecuTime is an enterprise time and attendance solution that integrates with your existing payroll application. This solution delivers the lowest cost of ownership, unparalleled customer service, and leading-edge technology. ExecuTime offers clock in/out, work order and job tracking, benefits tracking, scheduling calendar, exempt time tracking, and much more.

Federated Investors Booth # 110Josh Rasmussen, Vice PresidentPhone: (415) 786-6451 | [email protected] Holick, Vice PresidentPhone: (512) 417-6065 | [email protected] site: www.federatedinvestors.com | 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.

Knowledge Experience Insight ...there’s a world behind our ratings

95% of the largest institutional investorsturn to Fitch Ratings for in-depth analysison local government, public housing, highereducation, revenue, health care and publictransportation bonds. Located across theUnited States, our analysts are sensitive tolocal legislative and legal issues and arepoised to address the specific needs ofregional markets. Employing an open andbalanced approach to our ratings process,we enable investors to make importantdecisions about all types of governmententities and financing.

From our knowledge of local governmentsto our presale research, at Fitch Ratingsthere’s a world behind our U.S. public sectorcredit opinions.

Fitch Ratings is pleased to participate in the 108th GFOA Annual Conference in Minneapolis, MN. Be sure to visit us at booth #301.

www.fitchratings.com


Fidelity Investments Booth # 817Steve Johnson, Senior Vice PresidentPhone: (617) 771-4686 | [email protected] site: advisor.fidelity.com | Financial Management/Services; Retirement Plans/ Services; Underwriter

Fidelity Investments is one of the country’s leading money market and fixed income providers. Since 1974, Fidelity has been an industry innovator, providing corporations, non-profit and public sector clients, banks, and broker dealers with a wide range of liquidity management solutions. Fidelity’s clients benefit from dedicated relationship management as well as unparalleled customer service and ease of doing business.

Finite Matters Ltd. Booth # 614Ben Slone, PresidentPhone: (804) 556-1180 | [email protected] site: www.patternstream.com | Database Publishing; Publishing; Software

Finite Matters Ltd. offers PatternStream, the leading automated publishing software for creating budget, CIP, CAFR, and other data-driven documents. PatternStream is used by more state, local, and federal government agencies than any other application. FML will be presenting its new PatternStream Automated Document System that enables enterprise and mobile device publishing.

Finley & Cook Booth # 815Lynne Matallana, Director of Business DevelopmentPhone: (405) 395-5152 | [email protected] site: www.finley-cook.com | ERP Systems/Consulting; Financial Management/Services; Software

Finley & Cook serves government agencies by providing a suite of easy-to-learn and easy-to-use Microsoft Dynamics ERP solutions that empower individuals to make a difference. When given the right tools, your people can realize their full potential, make government leaner and more responsive, and ensure the outcomes that citizens demand.

First Empire Securities Booth # 236Courtney Mayo, PR SpecialistPhone: (631) 979-0097 | [email protected] site: www.1empire.com | Brokerage Services

First Empire Securities is a fixed-income institutional broker-dealer committed to providing a broad range of services to help municipalities make well-informed investment decisions. Our seasoned traders and financial strategists, state-of-the-art analytical tools, and former regulatory examiners all contribute to a full-service approach developed to help institutions better understand not only their investment portfolio, but their entire balance sheet.


FirstSouthwest Booth # 626Jack Addams, Vice ChairmanPhone: (214) 953-4000 | [email protected] site: www.FirstSW.com | 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.

FISCAL Technologies Booth # 221Doug Romick, Regional Development ManagerPhone: (888) 999-6505 | [email protected] site: www.fiscaltec.com | 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 # 301Ann G. Flynn, Managing Director, Business & Relationship Management – U.S. Public FinancePhone: (212) 908-9152 | [email protected] site: www.fitchratings.com | 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.

Gabriel, Roeder, Smith & Company Booth # 227Supriya KopfPhone: (248) 799-9000 | [email protected] site: www.gabrielroeder.com | Benefits Consulting; GASB-OPEB; Retirement Plans/Services

Gabriel, Roeder, Smith & Company (GRS) is a nationally recognized actuarial and benefits consulting services leader. We have served the public sector for more than 75 years. GRS provides services in the following areas: pension plans, health & welfare, client software services, and pre-paid tuition.

The analyses, including ratings, of Standard & Poor’s and its affiliates are opinions and not statements of fact or recommendations to purchase, hold, or sell securities. They do not address the suitability of any security, and should not be relied on in making any investment decision. Standard & Poor’s does not act as a fiduciary or an investment advisor except where registered as such.Copyright © 2014 by Standard & Poor’s Financial Services LLC. All rights reserved. STANDARD & POOR’S and S&P are registered trademarks of Standard & Poor’s Financial Services LLC.

Learn how our perspective can help you make better informed decisions.Boston/New York: Anthony Ivancich, +1 212 438 5060, [email protected]

Chicago: Spiro Hountalas, +1 312 233 7018, [email protected]

Dallas: Lou Ann Heath, +1 214 871 1423, [email protected]

San Francisco: Pamela Berkowitz, +1 415 371 5012, [email protected]

LOCAL MARKET KNOWLEDGE. IN-DEPTH SECTOR EXPERIENCE.

You’re looking for more than information—you want insight. And Standard & Poor’s Ratings Services is a leader in providing credit ratings insight for the public and not-for-profit sectors. With a network of offices across the U.S., our credit analysts bring you a point of view that combines a deep understanding of their markets with sector-specific experience.

Visit www.SPRatings.com/uspublicfinance for our weekly podcast, “Extra Credit,” to help you stay ahead of the curve in the municipal market.

GNC Consulting, Inc. Booth # 122Frank Mazzuca, MarketingPhone: (815) 469-7255 x22 | [email protected] site: www.gnc-consulting.com | Consulting Services; ERP Systems/Consulting; Government IT Solutions

GNC Consulting is a highly specialized worldwide Oracle Platinum Partner whose core business is the implementation, upgrade, and maintenance of Oracle’s Peoplesoft, Hyperion, and Cloud products.

GOVERNING Booth # 316Meg Keller, Director of MarketingPhone: (202) 862-1435 | [email protected] site: www.governing.com | 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.



Govolution Booth # 325Ria Buckley, Sales DirectorPhone: (703) 894-5000 | [email protected] site: www.govolution.com | 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.

Grant Street Group Booth # 920John McCarthy, SalesPhone: (412) 391-5555 | [email protected] site: www.GrantStreet.com | Online Auction; Payment Processing Systems; Tax Collection

Grant Street Group develops, hosts, and administers customized software applications used by financial institutions and government entities to support a variety of financial transactions including auctions of fixed income securities and real property, tax collection and billing, and e-payments. Headquartered in Pittsburgh, Pennsylvania, Grant Street Group serves thousands of clients nationwide.

Great-West Financial Booth # 409Kerry Woods, Strategic DevelopmentPhone: (303) 737-0262 | [email protected] site: www.gwrs.com | 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.

Harris Computer Systems Booth # 129Dennis J. Asbury, Executive Vice PresidentPhone: (303) 226-0050 | [email protected] site: www.harriserp.com | 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.


TEAMWORK GUARANTEED

ASSURED GUARANTY MUNICIPAL | MUNICIPAL ASSURANCE CORP. | ASSURED GUARANTY CORP.

E M B R A C E P O S S I B I L I T I E S , I N V E S T I N C E R TA I N T I E S .Bond insurer for over 10,000 issuers. $400 million of daily trading liquidity. Trusted by holders of

$350 billion of our insured municipal bonds. For almost three decades, our strong guaranty and

responsive service have helped issuers launch cost-saving insured bonds with speed and certainty.

Choose Assured Guaranty, the proven leader in municipal bond insurance. Visit us at booth 829.

ASSURED GUARANTYFILE: 5166__GFOA ExhibiDirectoryR2.indd

GFOA ExhibiDirectoryInsertion: xx Due: 4/30/2014

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High Line Corporation Booth # 108Megan Rogister, Vice President, SalesPhone: (905) 940-8777 or Toll Free (800) 268-3340 | [email protected] site: www.highlinecorp.com | HR Management Systems; Human Resources, 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.

Humana, Inc. Booth # 823David Ehrenfried, DirectorPhone: (862) 206-9949 | [email protected] site: www.humana.com | Health and Wellness

Humana Inc., a leading health care company headquartered in Louisville, Kentucky, offers a wide range of insurance products and health and wellness services that incorporate an integrated approach to lifelong well-being. By leveraging the strengths of its core businesses, Humana believes it can better explore opportunities for existing and emerging adjacencies in health care that can further enhance wellness.

ICMA-RC Booth # 308Gregory Dyson, Senior Vice President and Chief Operations & Marketing OfficerPhone: (202) 962-4650 | [email protected] site: www.icmarc.org | 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.

Infor Booth # 521Carlos Thomas, VP, Industry & Solution Strategy – Public SectorPhone: (916) 719-5813 | [email protected] site: www.infor.com | ERP Systems/Consulting; Government IT Solutions; HR Management/Systems

Infor offers an end-to-end, integrated suite of solutions for the public sector. Improve the planning, management, and reporting of taxpayer funded programs; maximize revenue and optimize capital investments; rapidly respond to citizen service delivery expectations; effectively and efficiently manage your assets; and enhance coordination and collaboration across departments and programs.

InfoSend, Inc. Booth # 608J.D. McNaul, Vice President of SalesPhone: (800) 955-9330 | [email protected] site: www.infosend.com | 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.

IntelliTime Systems Corporation Booth # 909Dennis Peters, PresidentPhone: (714) 444-3020 | [email protected] site: www.IntelliTime.com | 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.



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Ipreo Booth # 633Kaitlin Dean, Marketing ManagerPhone: (212) 849-5016 | [email protected] site: www.ipreo.com | Software

With decades of driving deal execution in the municipal marketplace, only Ipreo is a true one-stop-shop for managing all aspects of the municipal new-issue process. Ipreo offers municipal bookrunning software, competitive bid calculation and electronic bid submission systems, online document and prospectus delivery, municipal data applications, and variable rate trading.

J.P. Morgan Booth # 824Olga Ilagan, Marketing ManagerPhone: (312) 732-1435Web site: www.jpmorgan.com/cb/government | Financial Management/Services

Across the nation, J.P. Morgan is a trusted partner to states, counties, and municipalities. Our dedicated team of government bankers respond with local knowledge, world-class expertise, and unique financial solutions tailored to the challenges facing the public sector today.


KeyBank National Association Booth # 700Kim Monson, Western Region ManagerPhone: (425) 709-4541 | [email protected] site: www.key.com/government | 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.

Kronos Incorporated Booth # 305Christine Carmichael, Marketing DirectorPhone: (978) 250-9800 | [email protected] site: www.kronos.com | 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 # 500Braden Short, Vice President, North American Sales & Client RelationsPhone: (800) 766-6616 | [email protected] site: www.kubra.com | 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 # 114Kelly Tralongo, National Account ManagerPhone: (615) 943-5670 | [email protected] site: paymentsolutions.lexisnexis.com | 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.


Strength comes from vision and experienceWilliam Blair & Company is proud

to sponsor the 108th GFOA Annual Conference. By providing solutions based on a thorough understanding of each client, we have built enduring relationships with state and municipal governments across the United States.

Lincoln Financial Group Booth # 831Andrew Whiting, Vice President, Institutional Retirement Solutions DistributionPhone: (732) 267-1049 | [email protected] site: LincolnFinancial.com/Retirement | Financial Management/Services; Retirement Plans/Services

Lincoln Financial Group’s Retirement Plan Services has been a proven provider of retirement solutions for over 60 years, managing thousands of retirement plans that enroll millions of participants. Headquartered in the Philadelphia region, the operating companies of Lincoln Financial Group had assets under management of $207 billion as of December 31, 2013.

LTAS Technologies, Inc. Booth # 628Allen Atamer, CEOPhone: (877) 352-3277 | [email protected] site: www.harmari.com | Compliance Reporting; Software; Tax Collection

LTAS provides revenue discovery software and service to municipal, state, and federal tax collection divisions. Harmari TaxCrawler identifies businesses advertising in online classifieds, e-commerce sites, and social media for discovery and recovery of business privilege, parking, hotel occupancy, and other taxes.


MassMutual Retirement Services Booth # 400Bill Abramowicz, Government Divisional Sales ManagerPhone: (312) 384-7633 | [email protected] site: massmutual.com/retire | 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 three million participants. Visit massmutual.com/retire.

Microsoft Dynamics Booth # 309Roger Lusins, Director of Sales, Microsoft Dynamics ERPWeb site: www.microsoft.com/govAX | 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.

Mitchell Humphrey & Co. Partnered with PDS Software Booth # 222Madeline Roy, Marketing AssociatePhone: (314) 991-2440 | [email protected] site: www.MitchellHumphrey.com | 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.

Mo’mix Solutions Booth # 630Janice D’Aloia, Vice PresidentPhone: (360) 834-6780 | [email protected] site: www.momixsolutions.com | Compliance Reporting; ERP Systems/Consulting; Government IT Solutions

Mo’mix Solutions is an award-winning leader in providing technology solutions and consulting services to government organizations. Mo’mix Performance Center represents the future of government finance as a complete end-to-end suite of cloud applications delivering industry-specific financial reporting, business intelligence, open data transparency, and budgeting analytics.


Moody’s Investors Service Booth # 209Maria Olson, Office ManagerPhone: (415) 274-1708 | [email protected] site: www.moodys.com | Rating Agency

Moody’s Investors Service, a unit of Moody’s Corporation (MCO), is a leading provider of credit ratings, research, and risk analysis. Moody’s commitment and expertise contributes to transparent and integrated financial markets. The firm’s ratings and analysis track debt covering more than 115 countries, 10,000 corporate issuers, 22,000 public finance issuers, and 82,000 structured finance obligations.

Morgan Stanley Booth # 901Jim Crowley, Vice PresidentPhone: (212) 296-7009 | [email protected] site: www.morganstanley.com | Financial Management/Services

Clients who choose to invest with Morgan Stanley have the ability to access our firm’s vast resources, financial strength, and commitment to help them build, manage, and grow their assets. With strategies including asset allocation, equity, fixed income, cash management, and alternative investments, Morgan Stanley is committed to providing our clients with world-class investment products and services.

MSB (Gila LLC, d/b/a MSB) Booth # 833Alicia Matthews, VP – Business Development – Payment Processing DivisionPhone: (512) 323-4292 | [email protected] site: www.gilacorp.com/msb-services/ | Collection Services; Payment Processing Systems

For more than a generation, MSB has provided payment processing services to government entities throughout the country. Whether for payments accepted in a point-of-sale environment, or through the Internet, smart phones, or telephonic Interactive Voice Response (IVR), MSB ensures that our clients’ constituents have a reliable and user-friendly payment experience.

Multi-Bank Securities, Inc. Booth # 621Darryl Maccagnone, Senior Vice PresidentPhone: (800) 967-9025 | [email protected] site: www.mbssecurities.com | Brokerage Services; Financial Management/Services

Multi-Bank Securities, Inc. is an institutional investment firm that has specialized 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.


Smarter government at work

Public Sector

Infor Public Sector is currently used by:

3,600+ public organizations globally

16 of the 20 largest US cities

19 of the 20 largest states

Win a $500 AMEX Gift Card! Ask us how when you visit Infor booth #521.

Visit us anytime at www.infor.com/publicsector.

National Association of Government Defined Booth # 536Contribution Administrators (NAGDCA) Liz Fossett, Deputy DirectorPhone: (859) 514-9218 | [email protected] site: www.nagdca.org | Association Services; Benefits Consulting; 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.

National Joint Powers Alliance (NJPA) Booth # 814Tom Morgan, Membership CommunicationsPhone: (218) 895-4119 | [email protected] site: www.NJPAcoop.org | Cooperative Purchasing; Government Procurement

The National Joint Powers Alliance® (NJPA) is a government agency that establishes an alliance between buyers and suppliers for use by government and education. Cooperative purchasing with NJPA leverages the national purchasing power of more than 50,000 member agencies while streamlining the procurement process. NJPA contracts meet your state’s procurement laws, local bid requirements, and/or Joint Powers Authority.


National Public Finance Guarantee Booth # 530Nicholas Sourbis, Fixed Income Investor RelationsPhone: (914) 765-3385 | [email protected] site: www.nationalpfg.com | Financial Guarantee Insurer

National Public Finance Guarantee, headquartered in Armonk, New York, is the world’s largest U.S. public finance-only financial guarantee insurance company. With offices in New York and San Francisco, the company offers an unconditional and irrevocable repayment pledge on National-insured municipal debt issued for our nation’s essential services.

Nationwide Retirement Solutions Booth # 926Rebecca Gill, Director of Relationship ManagementPhone: (614) 435-8329 | [email protected] site: www.NRSFORU.com | Financial Management/Services; Retirement Plans/Services

Nationwide is a Fortune 100 American-based company with 40+ years of service to nearly 8,000 public sector retirement savings programs like 457(b), 401(a), and Post Employment Health Plans. Retirement representatives are registered with Nationwide Investment Services Corporation, member FINRA. (Sources: Fortune Magazine, May 2012; PlanSponsor.com, June 2012) NRM-9127M3

NBS Booth # 123Tim Seufert, Managing DirectorPhone: (800) 676-7516 | [email protected] site: www.nbsgov.com | Consulting Services; Financial Management/Services; Software

For over 17 years, NBS has provided focused consulting, assessment engineering, special assessment software, ongoing administration, and support to public agencies. In addition, NBS assists local government agencies with funding and revenue tools, including utility rates, all types of fees, and financial studies.

Neubrain Booth # 126Kris Weimerskirch, DirectorPhone: (703) 336-3276 | [email protected] site: www.neubrain.com | Budgeting Services; Government IT Solutions; Software

For more than a decade, Neubrain has partnered with government organizations to improve their financial management and decision-making capabilities using our solutions, which help budget resources in excess of $70 billion per year. Neubrain’s industry-focused and business-oriented technology solutions are customized to address each organization’s unique challenges. Whenever you need to analyze, budget, forecast, measure, and report, Neubrain can help.


Targeted solutionsKey Public Sector

With our comprehensive � nancial services platform, Key’s team of � nance experts delivers the consistent and assured execution governmental entities look for in a trusted advisor. We understand your goals and obligations, and share your commitment to championing the needs of the community.

Let us put our expertise to work for you.

To learn more, call 877-869-4159 or visit key.com/government.

KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member NYSE/FINRA/SIPC, and KeyBank National Association (“KeyBank N.A.”), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A. ©2014 KeyCorp. ADL7132

7132 GFOA Public Sector capabilities ad-P3.indd 1 4/28/14 8:51 AMNew World Systems Booth # 915Phone: (248) 269-1000 | [email protected] site: www.newworldsystems.com | 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.

NOVAtime Technology, Inc. Booth # 720Ty Hall, Director, Public SectorPhone: (435) 645-0656 | [email protected] site: www.novatime.com | Software

NOVAtime has helped many government agencies streamline their workforce management processes and eliminate the time-consuming and error-prone manual timesheet process. Modernizing inefficient processes is one of the key initiatives for a leaner and more efficient government. NOVAtime’s scheduling, time, and attendance system helps governments eliminate redundancy, automate processes, increase productivity, reduce compliance risk, and improve accountability and transparency.


OpenGov.com Booth # 601Chris Heggem, Marketing LeadPhone: (408) 710-3989 | [email protected] site: www.OpenGov.com | 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.

Open North Inc. Booth # 631Joel Ornoy, Manager, Business DevelopmentPhone: (604) 876-8760 | [email protected] site: www.citizenbudget.com | Government IT Solutions; Online Budget Consultation Software; Software

Open North is a nonprofit that creates online tools to educate and empower citizens to participate in democracy. Citizen Budget is a powerful online, interactive budget simulator that educates and involves residents in the budget-making process and demonstrates a municipality’s commitment to citizen engagement.

Open Systems, Inc. Booth # 809Carla Alarcon, Director of MarketingPhone: (952) 403-5737 | [email protected] site: www.osas.com | ERP Systems/Consulting; Payment Processing Systems; Software

TRAVERSE Municipalities Software from Open Systems is a 100% integrated solution with multiple budgets, tax collections, fund accounting, AUD reporting, encumbrance posting, abstract/payment audit reporting, utility billing, and transaction allocation. Work with data in Excel and Word. Open Systems has 38 years of experience providing accounting, ERP, and CRM software.

Oppenheimer & Co. Inc. Booth # 217Chris Sullivan, Senior Director – InvestmentsPhone: (612) 337-2719 | [email protected] site: www.opco.com | 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.


Oracle Booth # 415J.D. Williams, Senior Manager, Oracle State and Local GovernmentsPhone: (208) 870-1933 | [email protected] site: www.oracle.com | 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 # 629Mitch Barker, Executive Vice PresidentPhone: (800) 540-6369 x116 | [email protected] site: www.pars.org | 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 # 701Tim Duhr, Director of Sales & Business DevelopmentPhone: (866) 917-7368 x5113 | [email protected] site: www.paymentservicenetwork.com | 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.

PayNearMe Booth # 811Tom Melvin, VP, General ManagerPhone: (831) 588-0551 | [email protected] site: www.paynearme.com | Billing Services; Payment Processing Systems; Utility Billing Services

PayNearMe offers the safest and most convenient way for utility companies to accept cash for bills. Consumers can conveniently make cash payments 24/7 in their own neighborhoods in less than 60 seconds through our network of over 17,000 participating payment locations across the United States.


Piper Jaffray (NYSE: PJC) is a leading investment bank and asset management firm with 40 offices nationwide. Our broad capabilities in public finance investment banking and municipal bond distribution ensure that you receive a creative, tailored approach to your transaction. With our national reach and deep understanding of your industry, region and community, we have the expertise needed to help you meet your financial goals.

To learn more, find us at booth #808 or visit us online at www.piperjaffray.com/publicfinance and www.piperjaffray.com/fixedincomeservices.

Our experience in fixed-income investing for public entities helps us to understand your needs and provide the best options available.

• Experienced specialists providing investment advice and services tailored to your needs• Access to our trading professionals• Investment strategies for public funds• Serving public entities with expertise in institutional investing, strategy and public finance:

» Money market securities » Agency securities » Treasuries » CDs » Agency mortgage-backed securities » Municipal bonds » Corporate bonds

Minneapolis Headquarters800 Nicollet Mall, Suite 1000Minneapolis, MN 55402800 333-6000

Guiding Clients on Their Financial Journeys Since 1895

Since 1895. MemberSIPC and NYSE.©2014 Piper Jaffray & Co.3/14 CM-14-0212

Performance Analytics Corp. Booth # 827Kamen Ignatov, Principal ConsultantPhone: (226) 220-4237 | [email protected] site: www.PerformanceAnalytics.com | Budgeting Services; Compliance Reporting; Consulting Services

Performance Analytics is a technology and services company focused on delivering enterprise performance management solutions for financial and operational reporting. We combine our deep understanding of finance with many years of practical experience to deliver planning, budgeting, financial consolidation, and reporting applications.

The PFM Group Booth # 420/422James Haddon, Managing DirectorPhone: (212) 809-4212 | [email protected] site: www.pfm.com | Consulting Services; Financial Management/Services; GASB-OPEB Solutions

The PFM Group of companies, including Public Financial Management, Inc. and PFM Asset Management LLC, is a leading national provider of independent financial and investment advisory services to local, state, and regional government and non-profit clients, pension funds, and similar institutional investors. Primary businesses include financial advisory services, investment management, investment consulting, management and budget consulting, and structured products.


Piper Jaffray Companies Booth # 808Greg Hagen, Managing Director – InvestmentsPhone: (800) 874-0946 | [email protected] site: www.piperjaffray.com | Brokerage Services; Financial Management/Services; Public Funding Services

Piper Jaffray Companies (NYSE: PJC) is a leading investment bank and asset management firm serving clients across the U.S. and internationally. Founded in 1895, the firm is headquartered in Minneapolis with 39 offices across the U.S. and in London and Zurich. Learn more at www.piperjaffray.com.

Plan-It CIP Software Booth # 416Bill Leskee, PresidentPhone: (952) 994-1744 | [email protected] site: www.CIPsoftware.com | 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 # 504Scott Eiler, PartnerPhone: (800) 544-0203 | [email protected] site: www.plantemoran.com | 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 # 617Courtney Rios, Vice President – Sr. Relationship OfficerPhone: (630) 657-6421 | [email protected] site: www.pmanetwork.com | 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.


Point & Pay Booth # 336Matt Farrow, Vice President of Sales/Business DevelopmentPhone: (888) 891-6064 x1123 | [email protected] site: www.pointandpay.com | Credit Card Services; Financial Management/Services; Payment Processing Systems

Point & Pay is an e-Service payment provider accepting Visa, MasterCard, American Express, Discover, and electronic checks. All payment types can be accepted via the web, phone, in your office, at a kiosk, or on mobile devices. We offer detailed real time reporting, integrations to many different software solutions, and easy reconciliation.

PowerPlan Corporation Booth # 125Don Reiner, VP SalesPhone: (714) 969-5353 x270 | [email protected] site: www.powerplancorp.com | Budgeting Services

PowerPlan integrates robust budgeting, forecasting, analysis, and reporting capabilities and is an excellent fit for the public sector. The PowerPlan solution will provide advanced control of your budgeting process, will replace your spreadsheets and other error-prone budget models, will streamline your financial reporting process, and will foster sound business decisions.

Promontory Interfinancial Network, LLC Booth # 802Steve Kinner, Senior Managing DirectorPhone: (703) 292-3445 | [email protected] site: www.promnetwork.com | Banking Investment Services; Financial Management/Services; Public Funding Services

ICS® and CDARS® offer access to multi-million-dollar FDIC insurance, the opportunity to earn interest, and the flexibility to choose the service or combination of services that best matches your liquidity needs. With ICS and CDARS, you no longer have to track collateral values on an ongoing basis, saving you time and money. To learn more, visit www.icsandcdars.com.

Public Trust Advisors Booth # 625Lisa Spano, Senior AssociatePhone: (914) 301-4066 | [email protected] site: www.publictrustadvisors.com | 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.


1 As of 12/31/13, 0.00% have 1 star, 3.3% have 2 stars, 40.8% have 3 stars, 38.8% have 4 stars and 17.1% have 5 stars. Morningstar is an independent service that rates mutual funds and variable annuities. The top 10% of accounts in an investment category receive fi ve stars, the next 22.5% receive four stars and the next 35% receive three stars. Morningstar proprietary ratings refl ect historical risk-adjusted performance and can change every month. They are calculated from the account’s three-, fi ve- and ten-year average annual returns in excess of 90-day Treasury bill returns with appropriate fee adjustments, and a risk factor that refl ects mutual fund/subaccount performance below 90-day T-bill returns. The overall star ratings are Morningstar’s published ratings, which are weighted averages of its three-, fi ve- and ten-year ratings for periods ended 12/31/13. 2 94% of TIAA-CREF Mutual Funds have expense ratios that are in the bottom quartile (or 100% below median) of their respective Morningstar category. Source: Morningstar Direct as of 12/31/13. TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services Inc. ©2014 Teachers Insurance and Annuity Association of America – College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY, 10017. C14514B

Consider investment objectives, risks, charges and expenses carefully before investing. Go to tiaa-cref.org for product and fund prospectuses that contain this and other information. Read carefully before investing. TIAA-CREF funds are subject to market and other risk factors. Past performance does not guarantee future results.

NOTHING MAKES YOU FEEL WARM AND FUZZY

LIKE COLD HARD FACTS.Over half of TIAA-CREF’s mutual funds have Morningstar ® ratings of 4 or 5 stars.1 It’s unbiased, mathematical evidence of the strength of our funds. Plus, 94% of TIAA-CREF mutual funds have expense ratios among the lowest in their Morningstar category.2 That’s how we deliver Outcomes That Matter.

Everyone can invest in our top-rated, low-cost funds. Visit TIAA.org/hardfactsgov

Quatred, LLC Booth # 610Joanna Doyon, Account ManagerPhone: (888) 395-8534 x708 | [email protected] site: www.quatred.com | 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.

Questica Inc. Booth # 303Gerry McDonald, Sales ManagerPhone: (905) 634-0110 x517Patty Labadie, Account ManagerPhone: (905) 634-0110 x528 | [email protected] site: www.questica.com | 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.


Quintel-MC, Inc. Booth # 911Mary Cavarra, Director, AdministrationPhone: (303) 424-4503 | [email protected] site: www.quintel-mc.com | Consulting Services; ERP Systems/Consulting; Government IT Services

Quintel-MC, Inc. is dedicated to excellence. We provide software and consulting services, including state-of-the-art technologies that address the challenging public-sector environment. Our specialty is Enterprise Resource Planning (ERP) software implementations. Our twelve years of experience and innovative approaches have resulted in a long list of satisfied clients.

Royal 4 Systems Booth # 229Larry Pesch, Director – Public SectorPhone: (559) 355-5124 | [email protected] site: gov.royal4.com | Consulting Services; Material Logistics; Software

WISE Logistics is a software solution providing real-time tracing, tracking, and management of materials, supplies, and assets for public-sector agencies. As a bolt-on to ERP systems, R4 provides receiving, storage, movement, and dispensing, as well as the ability to manage a wide variety of site storage locations.

R.W. Baird Booth # 537Jeff Desind, Director of Business DevelopmentPhone: (570) 992-3912 | [email protected] site: www.rwbaird.com | Banking Investment Services; Brokerage Services; Underwriter

Founded almost 100 years ago, Baird is a financial services firm, major underwriter, and financial advisor to municipalities, schools, government agencies, corporations, and non-profit organizations. Baird ranked No. 1 nationally for a number of municipal bond issues from 2009-2013, according to IPREO Muni-Analytics as of December 31, 2013.

SAFEChecks Booth # 511Robin Johnson, Marketing/SalesPhone: (800) 755-2265 | [email protected] site: www.safechecks.com | Checks/Fraud Prevention; Payroll Services/Administration; Software

SAFEChecks provides check fraud prevention products, including the Abagnale SuperBusinessCheck and SAFEChecks. Checks manufactured by SAFEChecks have never been used in a check fraud scam. Other products include Positive Pay, secure check-writing, and ACH software. This software includes “secure-seal” barcode technology and fonts to prevent alterations and added payee names.


Sage Booth # 717Phone: (800) 368-2405 | [email protected] site: www.SageFixedAssets.com | 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.

Selectron Technologies, Inc. Booth # 502Matt Corbin, Executive Vice President, Sales & MarketingPhone: (503) 597-3311 | [email protected] site: www.SelectronTechnologies.com | 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.

Sightlines Booth # 730Ted Kail, Senior Director, Product ManagementPhone: (203) 682-4950 | [email protected] site: www.sightlines.com | Consulting Services

Sightlines provides colleges, universities, and other institutions with the independent data and insights they need to make critical decisions about their facilities. Sightlines brings concepts of portfolio management to facilities so that our members can make the most of their limited resources.

Simpson & Simpson CPAs Booth # 421Stephanie N. Simpson, Director of Marketing & Client RelationsPhone: (213) 736-6664 | [email protected] site: www.simpsonandsimpsoncpas.com | Certified Public Accountants; Consulting Services; Financial Management/Services

Founded in 1976, Simpson & Simpson CPAs is an innovative certified public accounting and financial services firm with a commitment to delivering the utmost standards of professional excellence. We proudly serve governmental, not-for-profit, for-profit, and employee benefit plan entities, and our services include audit and assurance, tax planning/preparation, business accounting/bookkeeping, IT controls, and financial planning/wealth management services.


Creative ID: Transparency Ad

Client: VISA LMM

Printed: 3-26-2014 10:06 AMPrinted Scale: NoneSaved: 3-26-2014 10:05 AMOperator: Piet Halberstadt

Project Manager: ThomasArt Director: ParsonsCopywriter: ArndtAccount Executive: Downes

Comments:

Publication:

Government Financial Review - Exhibitor DirectoryTrim:

5.5” x 4.25”Bleed:

5.75” x 4.5”Safety:

None

Job Colors: 4CFontsWhitney (Medium, Bold; Type 1)

ImagesVisa_Transparency_4C_400_FracPage.tif (CMYK; 587 ppi; 152.7MB)VISA_Commercial_Logo_Doremus_REV_02-15-13.ai (101KB)

Inks Cyan Magenta Yellow Black

Job Information

Design Studio 200 Varick Street, 11th FloorNew York, NY 10014 212.366.3000

APPROVALS

Proofreader Date

Project Manager Date

Art Director Date

Copy Writer Date

Account Executive Date

Creative Director Date

Quality Control Date

OK for Release Date

Document Name: VIS COM P44569B.indd 1

I am precise.I am in compliance.

I am on top of fraud.

I am in total control of my resources.

I am armed with the knowledge at hand.

I am ready with the tools to do my job.

I am the CFO.

It’s time for more transparency with enhanced data. It’s time to deploy Visa Commercial solutions.

Visit visa.com/commercial to learn more.

©© 2014 Visa. All Rights Reserved. 2014 Visa. All Rights Reserved.

5.5”4.25”

5.75”4.5”

SoftResources, LLC Booth # 120Spencer Arnesen, PrincipalPhone: (425) 216-4030 | [email protected] site: www.softresources.com | Consulting Services, ERP Systems/Consulting; Software Selection Consulting

SoftResources provides unbiased software consulting services for the assessment, selection, and implementation of ERP and financials, and for specific solutions such as HR/payroll, permitting, utility billing, enterprise asset management, and more. Serving government, nonprofit, and commercial organizations since 1995, we offer the expertise necessary to guide you in making sound software decisions.

Springbrook Software Booth # 801Kelly Nissl, Sales & Marketing CoordinatorPhone: (866) 256-7661 | [email protected] site: www.SpringbrookSoftware.com | 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.


THE MUNICIPAL BONDS WE INSURE BUILD SCHOOLS, CITIES AND SOUND PORTFOLIOS.

At Build America Mutual, we help towns and cities across America build important public infrastructure. As a mutual bond insurer, we provide our members – the issuers of essential public purpose municipal bonds – with a guaranty that leads to signifi cant interest cost savings. Those savings come because investors value the quality of our credit review process and the strong fi nancial resources that back our promise to pay. So we not only help build schools and cities, we also help build sound portfolios.Go to buildamerica.com to view our fi nancial reports and Obligor Disclosure Briefs, which profi le every bond we insure. BAM is rated AA/Stable by Standard & Poor’s and is sponsored by the National League of Cities.

© 2014 Build America Mutual

sponsored bysponsored by


Springsted Incorporated Booth # 109David MacGillivray, ChairmanPhone: (651) 223-3068 | [email protected] site: www.Springsted.com | Arbitrage Rebate Services; Compliance Reporting; 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.

Standard & Poor’s Booth # 714Diane Brosen, Managing DirectorPhone: (212) 438-7973 | [email protected] site: www.standardandpoors.com | 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.

Stifel Booth # 314Todd Cuppia, DirectorPhone: (443) 224-1223 | [email protected] site: www.stifel.com | Brokerage Services

Stifel Financial Corp. is a full-service brokerage and investment banking firm established in 1890 and headquartered in St. Louis, Missouri, with financial services subsidiaries across the United States. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities.

SunGard Public Sector Booth # 607Jamie Pagels, Manager, Strategic Meetings & EventsPhone: (866) 965-7732 | [email protected] site: www.sungardps.com | 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.

SymPro Software (a division of Emphasys Software) Booth # 426Peter Bakonyvari, Director of SalesPhone: (510) 655-0900 x2222 | [email protected] site: www.emphasystdm.com | Software; Treasury Management Software

SymPro is the leading provider of treasury management software solutions to the public sector. Cities, counties, states, port authorities, utilities, and more use SymPro for their daily investment, debt, and cash management operations. The solutions include integration to a wide range of ERP accounting systems, financial information providers, custodians, and trustee services.

Thales Consulting Inc. Booth # 116Megan Johnson, ConsultantPhone: (906) 201-2164 | [email protected] site: www.cafr-online.com | 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.

TIAA-CREF Booth # 905Michael O. McAtamney, Senior Director – Government Market SegmentPhone: (480) 350-3207 | [email protected] site: www.tiaa-cref.org/government | Financial Management/Services; Retirement Plans/Services

TIAA-CREF is a full-service financial services company serving the needs of those working in the academic, research, medical, cultural, religious, and governmental fields. We provide advice and guidance, and offer products that provide lifetime income options. We are mission-driven and committed to helping our more than 4.8 million participants plan for their financial well-being.

TWI – Summation360 Booth # 233Nicole Haskins, Director of SalesPhone: (540) 953-2631 | [email protected] site: www.summation360.com | Payment Processing Systems; Utility Billing Services

With over 500 customer implementations, TWI is the leading provider of electronic billing and payment solutions for utilities across North America. Our Summation360 suite bundles web, IVR, mobile, eBilling, payment processing, and customer notifications into a single, consolidated solution to deliver savings by permanently eliminating the burden of manual billing and payment activities.



Tyler Technologies Booth # 115Phone: (800) 772-2260 | [email protected] site: www.tylertech.com | ERP Systems/Consulting; Government IT Solutions; Software

Manage complex, mission-critical tasks with fully integrated applications for financials, revenues, and human capital management with Tyler Technologies’ comprehensive, advanced software and services, including mobile solutions and citizen transparency, to answer local and county governments’ most pressing needs. Visit our booth to learn more and experience the Tyler difference.

UBS Financial Services, Inc. – HSJ Investment Consultants Booth # 800Ned Sorley, First Vice President – InvestmentsPhone: (952) 475-9465 or (800) 627-2463 | [email protected] site: www.ubs.com/team/hsjtconsulting | 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.

UMB Financial Corporation Booth # 520Kari Osborne, CTP, Senior Treasury AdvisorPhone: (303) 839-2223 | [email protected] site: www.umb.com | 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.

Union Bank, N.A. Booth # 728Carl Boyd, Vice PresidentPhone: (213) 236-7150 | [email protected] site: www.unionbank.com | Government Banking Solutions

Union Bank, N.A. is a federally chartered national bank and has provided banking and institutional services to public agencies for nearly 135 years. Our knowledge, experience, and commitment make us a proven provider in bond trustee, custody, investment management, treasury management, tax-exempt lending, and government and trust banking services. For more information, contact us at 800-490-8262.

University of Georgia Booth # 529Pamela Bracken, Department Head, Special Projects and Curriculum DevelopmentPhone: (706) 542-3537 or (706) 583-0424 | [email protected] site: www.georgiacenter.uga.edu/govfinance | 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).

U.S. Bank Booth # 401Lars Anderson, Senior Vice President/National Sales ManagerPhone: (313) 234-4719 | [email protected] site: www.usbank.com | Financial Management/Services; Government Banking Solutions; Trust Services

U.S. Bank has experienced professionals prepared to offer a variety of public funding services, including corporate trust administration, escrow and paying agency services, government banking relationship management, asset management for operating and pension funds, and custody services to institutional clients.

U.S. Commodity Futures Trading Commission Booth # 237Christopher Ehrman, Director, Whistleblower OfficePhone: (202) 418-7650 | [email protected] site: www.cftc.gov | Government Entity

The CFTC Whistleblower program provides monetary awards to persons who voluntarily report violations of the Commodity Exchange Act which contribute to a successful CFTC enforcement action resulting in more than $1 million in monetary sanctions.

Vanco Services, LLC Booth # 118Anders Ness, Sr. Product Development ManagerPhone: (800) 774-9355 x674 | [email protected] site: www.vancoservices.com | Credit Card Services; Payment Processing Systems; Utility Billing Services

Minnesota-based Vanco Services, LLC is a financial technology company serving more than 23,000 clients with web-based electronic payment solutions, including a unique service for eliminating bill pay checks. Municipalities nationwide use Vanco solutions to economically receive, remit, and post utility payments.



Vantiv Booth # 722Suzanne Gaiser, Executive Consultant Middle Market and GovernmentPhone: (407) 304-9334 | [email protected] site: www.vantiv.com | Credit Card Services; Debit Card Services; Payment Processing Systems

Vantiv is a leading provider of payment processing services and related technology solutions. We’ll help simplify your payments, and focus on new revenue sources. Expect more.

Vining Sparks Booth # 326Mark Evans, Director of Investment Strategies | [email protected] Wade, Director of Sales | [email protected]: (800) 829-0321Web site: www.viningsparks.com | 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.

Visa Booth # 208Orson Morgan, Sr. Account ExecutivePhone: (571) 439-7266 | [email protected] site: www.visa.com/commercial | Credit Card Services

For more than 20 years, Visa has been a trusted partner of public sector organizations. Every day, we help state entities and local governments transact payments securely and efficiently while increasing control and accountability. We welcome the opportunity to answer your questions and discuss your specific procure-to-pay needs.

Water Company of America Booth # 215Ada Izquierdo, Contract ManagerPhone: (305) 668-2822 | [email protected] site: www.watercompanyofamerica.com | 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.

Wipfli LLP Booth # 423Brian Gaumont, Business DeveloperPhone: (608) 270-2952 | [email protected] site: www.wipfli.com/ngp | 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.

Xpress Bill Pay Booth # 532Jared Swinford, Government Services ConsultantPhone: (800) 768-7295 x919 | [email protected] site: www.XpressBillPay.com | Payment Processing Services

Xpress Bill Pay provides fast, secure, and convenient bill payment solutions: online credit/debit/EFT payments, IVR, lock box, bank bill pay consolidation, and remote deposit. Now you can manage your entire bill payment process online anytime, anywhere you have Internet availability. Premier bill payment solutions with world-class customer service!

Yardi Booth # 402Helena Race, Marketing AssociatePhone: (800) 866-1144 | [email protected] site: www.yardi.com | 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.

Zora Analytics Booth # 906Ciji Anand, Managing ConsultantPhone: (248) 730-1370 | [email protected] site: www.zoraanalytics.com | Consulting Services; Database Publishing; Software

Zora Analytics offers a financial transparency solution purpose built for state and local governments to create unprecedented levels of openness. Intuitive, easy-to-navigate interactive views provide graphic displays of information and drill through to detailed data, allowing citizens to understand how tax payers’ dollars are being spent.



Product LocatorAssociation ServicesAchievement of Excellence in Procurement®

National Association of Government Defined Contribution Administrators (NAGDCA)

Arbitrage Rebate ServicesAmerican Municipal Tax-Exempt Compliance Corp. (AMTEC)Arbitrage Compliance SpecialistsBLX Group LLCBNY MellonSpringsted Incorporated

Banking Investment ServicesComerica Securities, Inc.Edward JonesKeyBank National AssociationPromontory Interfinancial Network, LLCR.W. BairdUBS Financial Services, Inc. – HSJ Investment Consultants

Benefits ConsultingApplication Software, Inc. dba ASIFlexArthur J. Gallagher & Co.BKD, LLPGabriel, Roeder, Smith & CompanyNational Association of Government Defined Contribution Administrators (NAGDCA)

Billing ServicesBilltrustecoEnvelopes, LLCInfoSend, Inc.KUBRAPayNearMe

Brokerage ServicesAlamo CapitalArthur J. Gallagher & Co.Coastal Securities, Inc.Comerica Securities, Inc.First Empire SecuritiesMulti-Bank Securities, Inc.Oppenheimer & Co. Inc.Piper Jaffray CompaniesPMA Financial Network, Inc.R.W. BairdStifelUBS Financial Services, Inc. – HSJ Investment ConsultantsVining Sparks

Budgeting ServicesCostTree, LLCNeubrainPerformance Analytics Corp.Plan-It CIP SoftwarePowerPlan CorporationQuestica Inc.

Certified Public AccountantsBKD, LLPCliftonLarsonAllenSimpson & Simpson CPAsWipfli LLP

Collection ServicesMSB (Gila LLC, d/b/a MSB)

Compliance ReportingAmpliFund Public SectorBLX Group LLCClearwater AnalyticsDACLTAS Technologies Inc. Mo’mix SolutionsPerformance Analytics Corp.Springsted Incorporated

Consulting ServicesAICPA LearningBerryDunnBKD, LLPCiber, Inc.CliftonLarsonAllenecoEnvelopes, LLCGNC Consulting, Inc.NBSPerformance Analytics Corp.The PFM GroupPlante & Moran, PLLCQuintel-MC, IncRoyal 4 SystemsSightlinesSimpson & Simpson CPAsSoftResources LLCWipfli LLPZora Analytics


Credit Card ServicesAutomated Merchant Systems, Inc.KeyBank National AssociationPayment Service Network, Inc.Point & PayVanco Services, LLCVantivVisa

Database PublishingFinite Matters Ltd.OpenGov.comZora Analytics

Document ImagingAdvanced Processing & Imaging, Inc. (API)InfoSend, Inc.

ERP Systems/ConsultingAccuFund, Inc.AST CorporationBerryDunnCGICiber, Inc.Finley & CookGNC Consulting, Inc.Harris Computer SystemsInforMicrosoft DynamicsMitchell Humphrey & Co. Partnered with PDS SoftwareMo’mix SolutionsOpen Systems, Inc.Quintel-MC, IncSoftResources LLCSpringbrook SoftwareTyler Technologies

Financial Guarantee InsurersAssured GuarantyBuild America MutualNational Public Finance Guarantee

Financial Management/ServicesAbilaAccuFund, Inc.Alamo CapitalAmeriNational Community ServicesBank of America Merrill LynchBlackRockBMO Financial GroupBreckinridge Capital AdvisorsCGIChandler Asset ManagementCIPPlanner Corp.Comerica Securities, Inc.CORE Business TechnologiesCutwater Asset ManagementFederated InvestorsFidelity InvestmentsFinley & CookFirstSouthwestICMA-RCJ.P. MorganLincoln Financial GroupMassMutual Retirement ServicesMorgan StanleyMulti-Bank Securities, Inc.Nationwide Retirement SolutionsNBSNew World SystemsOpenGov.comThe PFM GroupPiper Jaffray CompaniesPMA Financial Network, Inc.Point & PayPromontory Interfinancial Network, LLCPublic Trust Advisors, LLCSimpson & Simpson CPAsSpringsted IncorporatedThales Consulting Inc.TIAA-CREFUBS Financial Services, Inc. – HSJ Investment Consultants U.S. BankVining Sparks

Financial PrintersDATAMATX

Fixed Assets ServicesCutwater Asset ManagementSage

Fleet MaintenanceQuatred, LLC


GASB-OPEB SolutionsGabriel, Roeder, Smith & CompanyThe PFM Group

Government AuditsAbilaCaseWareCliftonLarsonAllenFISCAL Technologies, Inc.Wipfli LLP

Government Banking SolutionsKeyBank National AssociationUMB Financial CorporationUnion Bank, N.A.U.S. Bank

Government EntityU.S. Commodity Futures Trading Commission

Government IT SolutionsAdvanced Processing & Imaging, Inc. (API)AmpliFund Public SectorAST CorporationCaseWareCGICIPPlanner Corp.ClientFirst Technology ConsultingCostTree, LLCGNC Consulting, Inc.Harris Computer SystemsInforMicrosoft DynamicsMitchell Humphrey & Co. Partnered with PDS SoftwareMo’mix SolutionsNeubrainOpen North Inc.OraclePlan-It CIP SoftwareQuatred, LLCQuestica Inc.Quintel-MC, IncSelectron Technologies, Inc.Tyler Technologies

Government ProcurementBidSyncE&I Public SourcingNational Joint Powers Alliance (NJPA)

HR Management SystemsApplication Software, Inc. dba ASIFlexHigh Line CorporationInforIntelliTime Systems CorporationKronos IncorporatedNew World Systems

Online AuctionsBidSyncGrant Street Group

Payment Processing SystemsAutomated Merchant Systems, Inc.BidSyncBilltrustComplus Data InnovationsCORE Business TechnologiesDATAMATXGovolutionGrant Street GroupKUBRALexisNexis Payment SolutionsMSB (Gila LLC, d/b/a MSB)Open Systems, Inc.Payment Service Network, Inc.PayNearMePoint & PaySelectron Technologies, Inc.TWI - Summation360Vanco Services, LLCVantivXpress Bill Pay

Payroll Services/AdministrationCaselle, Inc.ExecuTime SoftwareHigh Line CorporationSAFEChecks

Public Funding ServicesPiper Jaffray CompaniesPromontory Interfinancial Network, LLC

PublishingAmerican City and CountyThe Bond BuyerFinite Matters, Ltd.GOVERNING

Rating AgenciesFitch RatingsMoody’s Investors ServiceStandard & Poor’s


Retirement Plans/ServicesAXAFidelity InvestmentsGabriel, Roeder, Smith & CompanyGreat-West FinancialICMA-RCLincoln Financial GroupMassMutual Retirement ServicesNational Association of Government Defined Contribution Administrators (NAGDCA)Nationwide Retirement SolutionsPARSTIAA-CREF

SEC FilingsClearwater Analytics

SoftwareAbilaAccuFund, Inc.AICPA LearningAmpliFund Public SectorAST CorporationBadger MeterBS&A SoftwareCaselle, Inc.CaseWareCIPPlanner Corp.Computron SoftwareCostTree, LLCeCivis Inc.ExecuTime SoftwareFinite Matters Ltd.Finley & CookFISCAL Technologies, Inc.Harris Computer SystemsIntelliTime Systems CorporationIpreoKronos IncorporatedLTAS Technologies, Inc.Microsoft DynamicsMitchell Humphrey & Co. Partnered with PDS SoftwareNBSNew World SystemsNeubrainNOVAtime Technology, Inc.OpenGov.comOpen North Inc.Open Systems, Inc.OraclePlan-It CIP SoftwareQuatred, LLC

Software (Continued)Questica Inc.Royal 4 SystemsSAFEChecksSageSpringbrook SoftwareSunGard Public SectorSymPro Software (a division of Emphasys Software)Thales Consulting Inc.Tyler TechnologiesYardiZora Analytics

Tax CollectionCORE Business TechnologiesGrant Street GroupLTAS Technologies, Inc.

Trust ServicesBNY MellonUMB Financial CorporationU.S. Bank

UnderwritersAmeriNational Community ServicesCoastal Securities, Inc.Fidelity InvestmentsR.W. BairdVining Sparks

Utility Billing ServicesBadger MeterBilltrustCaselle, Inc.DATAMATXecoEnvelopes, LLCInfoSend, Inc.KUBRAPayment Service Network, Inc.PayNearMeSelectron Technologies, Inc.Springbrook SoftwareTWI - Summation360Vanco Services, LLCYardi

OtherBecker Professional EducationChoice Hotels InternationalHUMANA, Inc.University of GeorgiaWater Company of America


NOTES

64| GFOA 2014 Exhibitor Directory

NOTES

GAIN FIRM FOOTING

NEW SYSTEMS PLANNING PROJECT MANAGEMENT STRATEGIC IT PLANNING

Learn more. Contact Chad Snow | [email protected] | berrydunn.com/government

Implementing change can be an uphill climb. BerryDunn can help. Our government consulting experts provide independent, objective advice.

BDMP-158A GFOA_Ad_r4.indd 1 4/21/14 9:48 AM

*As of 3/31/2014

Providing Client Focused Investment Solutions Since 1995Galliard Capital Management delivers fixed income investment management solutions to the municipal marketplace and has more than $86.7 billion in assets under management.* Visit our website to view our latest perspectives on investing.

For More Information:www.Galliard.com800-717-1617

Dave Ferry, Senior [email protected]

FIXED

INVESTMENT

SOLUTIONS

INCOME

MANAGEMENT

Wells Fargo Government and Institutional Banking is a specialized business with professionals experienced in understanding the unique challenges faced by all types of government organizations. From raising capital and managing assets to increasing operational efficiencies and managing risk, we offer the right combination of services to help you achieve your goals. Let us put the knowledge gained from our experience to work for you.

To learn more, visit wellsfargo.com/government.

Put our experienced team to work for you

Commercial banking products and services are provided by Wells Fargo Bank, N.A. Investment banking and capital markets products and services are provided by Wells Fargo Securities, and are not a condition to any banking product or service. Wells Fargo Securities is the trade name for certain securities-related capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA, NFA, and SIPC, and Wells Fargo Bank, N.A. Municipal derivatives services are provided by Wells Fargo Bank, N.A., a swap dealer registered with the CFTC and a member of the NFA. © 2014 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. WCS-1183838


Wells Fargo Government and Institutional Banking is a specialized business with professionals experienced in understanding the unique challenges faced by all types of government organizations. From raising capital and managing assets to increasing operational

services to help you achieve your goals. Let us put the knowledge gained from our experience to work for you.

To learn more, visit wellsfargo.com/government .

Put our experienced team

Commercial banking products and services are provided by Wells Fargo Bank, N.A. Investment banking and capital markets products and services are provided by Wells Fargo Securities, and are not a condition to any banking product or service. Wells Fargo Securities is the trade name for certain securities-related capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA, NFA, and SIPC, and Wells Fargo Bank, N.A. Municipal derivatives services are provided by Wells Fargo Bank, N.A., a swap dealer registered with the CFTC and a


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