june 2011
DESCRIPTION
MMTA Connect NewsletterTRANSCRIPT
From the PresidentI was quite excited about attending the MMTI Advanced this year. I was ready to soak up the education and enjoy friends I hadn’t seen for a while. The first presentation gave information on hiring do's and don’ts in our techno
age. I thought the idea of checking the Facebook of a potential employee made good sense. After this session I had to adjust my thinking. I began to review the technology policies of my
municipality to see if they were sufficient. I also began to assess office emails and phone calls. Were they all of a professional nature? When I use my personal cell phone and email to conduct
governmental business I learned that may also be subject to FOIA. The afternoon panel discussed Lansing politics and gave us an inside scoop of how Lansing government is working. There was more
learning than what I have space to report here, but all the sessions were educational. Thank you Annge Klinger, Education Chair, and her committee for another great institute. Oh, by the way, I also learned about a new program similar to Access or Power Point called Prezi. Talk to Mary & Lew Bender for more details. Matt Horning, Legislative Chair and the Legislative Committee met during one evening during Institute to discuss new bills and current legislation. A quick way to stay current is to read the Legislative Committee minutes on the MMTA website.
I believe we are seeing beauty through our hardships. One of my very special treasurer friends has been telling me about a resident that has, through no fault of her own, been down on her luck. My friend has been willing to spend her time, energy and finances to help this resident. It is amazing to hear how others are seeing the need and jumping on board to help this desperate situation. I am hearing these kinds of stories quite frequently. As a guest at the Basic Institute, I learned of a situation where one of our very own members had recently lost her daughter. I watched in amazement as the Basic attendees rallied around her, showering her with love and care, as she showed us her strength and character. We have had several members who have lost loved ones recently. Our sympathies go out to each of you.
They say necessity is a reason for invention. A perfect example of this is how we recently partnered with MGFOA in order to expand education opportunities for our members as well as address tight budgets. The board has agreed that Mary Ann Kornexl, Winter Workshop chair, and her committee should move forward in making plans to partner with the MGFOA for the 2012 Spring Conference.
Our June newsletter would not be complete without mentioning the 2011 Fall Conference at Mackinac Island. Kim McKay and her committee are working to bring you a conference
where the most up-to-date education is being presented. These conferences are also a great time for networking that encourages members to engage in discussion around
the difficult challenges we all face and inspire each other with new approaches to rise above the obstacles.
Ca l e n da r o f ev e n t sImportant Dates to Remember
Ca l e n da r o f ev e n t sImportant Dates to Remember
t h e q u a r t e r l y n e w s l e t t e r
Connectm i c h i g a n m u n i c i p a l t r e a s u r e r s a s s o c i a t i o n
J u n e 2 0 1 1 w w w. m m t a - m i . o r g V o l u m e 6 0
APT US&C 46th Annual Conference• Oklahoma City, OK July 24 – 27, 2011
MMTA in the U.P.• Marquette, MI August 2, 2011
33rd
Annual Fall Conference • Mission Point Resort Mackinac Island OctOber 2-5, 2011
2011Prime Award Nominations
details on page 8.
Continued on page 1.
At our Fall Conference, the MMTA presents the prestigious PRIME Award. Please take a moment to nominate your candidate for this award. Is there a member that you see giving their time and talents to this association as well as volunteering in their own communities? Is there someone who inspires and/or mentors you? Fill out the form and tell us all about how this person has impacted you or this association. You can also access the form on the website.
I sincerely hope you enjoy life this summer with your families. Each one of you are special and bring something different to this Association. Bless you all.
Rose Dillon, MMTA President
PRESIDENTRose Dillon, CPFA, MiCPT
Fruitport TownshipPhone (231) 865-3151
PRESIDENT-ELECTKim McKay, CPFA, MiCPT
City of RockfordPhone (616) 825-5005
VICE PRESIDENTJan Steggerda, CPFA, MiCPT
Park TownshipPhone (616) 738-4236
TREASURERMary Ann Kornexl, CPFA, MiCPT
City of Mt. PleasantPhone (989) 779-5381
SECRETARYCheryl Rhein-O’Neill, CPFA, MiCPT
Oregon TownshipPhone (810) 664-5971 x1
DIRECTORSAnnge Klinger, CPFA, CMC, MiCPT
City of East TawasPhone (989) 362-6161
Matthew V. Horning, CPFA, CPFIM, MiCPTCity of Ann Arbor
Phone (734) 794-6541
Barbara Fandell, CPFA, MiCPTCity of Ithaca
Phone (989) 875-3200
Janice Zuhlke, CPFA, MiCPTCity of Imlay City
Phone (810) 724-2135
PARLIAMENTARIANSusanne McGee, CPFA, MiCPT
City of MontaguePhone (231) 893-1155
IMMEDIATE PAST PRESIDENTJanice Thelen, CPFA, MiCPTWatertown Charter Township
Phone (517) 626-6593 ext. 206
ASSOCIATE LIAISONSKatherine McDonald, Vice President
JP Morgan Asset ManagementPhone (616) 771-7860
Kim Goethe, First Vice PresidentFlagstar Bank
Phone (248) 312-5180
June 2011 page 1
Continued from Cover.
Are You Interesting In Serving the MMTA??
If you’re an individual looking for a fulfilling and rewarding experience with a professional association then you may want to consider serving on the MMTA Board of Directors. Your current board members are a dynamic group of individuals who have a passion for enhancing the education, technology and networking of this respected association. It is advised that you seek the support of your municipality as there is a time commitment of six meetings per year as well as committee meetings and projects that may take you away from the office. Please submit letters of interest by September 14, 2011 to:
MMTA President Rose Dillon Fruitport Township Treasurer6543 Airline Road Fruitport, MI 49415
June 2011 page 2
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MMTA 33rd AnnuAl
FAll ConFerenCe updATe by Kim McKay, Fall Conference Chair
We are very excited to be able to offer a return to Mission Point Resort on Mackinac Island for the 33rd Annual Fall Conference. The last time the MMTA visited this site for an annual conference was in 2000. If you were lucky enough to attend that conference, you will remember how beautiful the Island is at that time of year and the spectacularly good weather we enjoyed. We have arranged for the same weather this year!
The conference will begin on Sunday, October 2nd and run through Wednesday, October 5th. Registration materials will be available sometime in August. The price for registration will be very similar to what we
have had in the past, and room rates will be $110 per night.
We are making a deliberate effort to keep our topics very relevant to all of the changes going on at the State and National levels. Our goal is that the conference exceeds your expectations in terms of educational and professional development. Educational points will be offered towards your MiCPT, CPFA and ACPFA certifications.
Should you wish to join this committee or volunteer to help in any way, please feel free to contact Kim McKay at [email protected] or 616-825-5005.
Get the point, at the point!
June 2011 page 3
EVIP PROgRAM Submitted by: Janice ZuhlkeCity of Imlay City
2011 MMTA Board of Directors MeetingJuly 29, 2011hOme Of lew & mAry bender, LeroyStrategic Planning Sesssion
september 16, 2011wrOught IrOn grIll, OwOssO
Midland | Frankenmuth | Saginaw | Lansing800.968.4280 | www.wolverinebank.com
Strength. Solutions. Trusted.
Julia JodoinPublic Funds Coordinator
(989) [email protected]
PF NOW Accounts CDARS Cash Management Services Electronic Banking Services
888-775-6687 www.choiceone.com
“In these economic times,” this has been a catch phrase to introduce many topics of conversation in the business environment and also in municipal government. On May 26, 2011, the State legislature passed a bill that finalized the criteria for the new statutory revenue sharing program. They called it the Economic Vitality Incentive Program. (EVIP) The amount each community is able to qualify for is 67.8% of their 2009-10 statutory revenue sharing payment. To many this means zero percent of zero, but for others this does give some incentive to qualify for these payments. However, no community who received less than $4500 in total of statutory payment will be able to qualify.
The State also submitted the three criteria for qualifying for the EVIP payments. Three criteria and dates that are tied to the incentive are;
October 1, 2011- A dashboard must be available to citizens which include the community’s unfunded liabilities.
January 1, 2012 – Communities must produce a plan with one or more proposals to increase existing levels of cooperation, collaboration and consolidation within their jurisdiction or with other jurisdictions. The plan must list previous efforts with cost savings and estimates of any future savings and efforts.
May 1, 2012 – Communities must certify that they intend to implement employee compensation criteria for any new, modified or extended contract or employment agreements for employees not covered under contract or employment contract.Further information on the plan can be located on the Michigan.gov website.
June 2011 page 4
June, 2011
Dear Treasury Professional:
MMTA in the U.P. Educational Opportunity will be held on August 5th, 2011 in the beautiful city of Marquette, Michigan. This annual educational experience will be held at the Northern Michigan University.
We have secured overnight accommodations at the Ramada of Marquette, with a rate of $74.00 (plus Michigan State Tax and Room Assessment.) Hotel contact information will be included in the registration brochure.
Our confirmed presenters are: Mr. Eric Lupher, Citizens Research Council; Mr. Michael A Grentz CPA, Anderson, Tackman & Company, PLC; Ms. Sue Pertile, Gogebic County Treasurer, Ms. Julie M. Gust, Manager Director of Municipal Funds/ Talmer Bank and Trust (formerly First Michigan Bank) and Mr. Matthew Horning, City of Ann Arbor Treasurer. The day will end with a Treasurer to Treasurer session, an opportunity to seek the advice of your peers. As well as these exciting presenters, you may look forward to meeting various members of the MMTA Board of Directors.
We are holding the cost of registration to $75.00 again this year. In addition to a day of excellent presenters and sessions, your registration will include a morning coffee bar, mid-morning refreshment, lunch and afternoon refreshment.
Any questions, or to be included in the registration mailer, please contact Janice Thelen, Watertown Charter Township Treasurer, at [email protected] or 517-626-6593, ext 206.Sincerely,
Janice ThelenJanice Thelen, MMTA Immediate Past PresidentWatertown Charter Township Treasurer
Please join us!
Register today!
MMTA in the U.P. R e g i s t r a t i o n
Registration Deadline is July 27, 2011Cancellation Policy: Cancellation requests must be in written form and received by July 27, 2011 in order to be eligible for a refund of
the registration fee(s).
Name: ______________________________________________
First name preferred on name tag: ________________________
Representing: _________________________________________
Title: _______________________________________________
Address: _____________________________________________
City: _______________________________________________
State: _____________________________Zip: ______________
Phone: ______________________________________________
Email: ______________________________________________
Check here if this is your first MMTA function.
MMTA Accepts Credit Card Payments:Credit Card #: ______________________________________________
__________________________________________________________
Expiration Date: ____________________________________________
Address and Zip Code on cedit card: ____________________________
__________________________________________________________
CoMPleTe AnD MAil oR fAx This foRM To: Bruce Malinczak,
MMTA Database CoordinatorPO Box 87156
Canton MI 48187Fax: 734-394-5139
$75 Early Bird RateRegistrations must be U.S. postmarked by July 20, 2011.
$125 Regular Registration
June 2011 page 5
Public FundsExpertise…Yesterday,Today andTomorrow.
Call your local public funds team leaders:
Western Eastern Michigan MichiganDavid Dams Aron Kominars616-653-5206 248-603-0528
Member FDIC. Equal Housing Lender. Fifth Third and Fifth Third Bank are Registered service marks of Fifth Third Bancorp.
Maureen L. DonehueSenior Vice President - Wealth ManagementFinancial AdvisorWealth Advisory Specialist
35055 W 12 Mile Road Tel 248 358 7027/258 358 5000Suite 101 Tel 800 283 7084Farmington Hills, MI 48331 Fax 248 358 7122 [email protected]
Attorney General Opinion Municipal collection of delinquent utility-service charges on tax foreclosed property
Opinion No. 7258 the michigan attorney general has issued a decision regarding municipal collection of delinquent utility-service charges on tax foreclosed property. although this opinion does not alter the generally accepted interpretation of the general property tax act, it does establish that the general property tax act takes precedence over the various acts that allow for collection via liens in the case of tax foreclosure. please see the full text of the ag opinion here: http://www.ag.state.mi.us/opinion/opinions.aspx - enter opinion #7258.
Excerpta municipality cannot require purchasers of tax foreclosed property to pay delinquent utility-service charges incurred by former owners of the foreclosed property before the municipality will provide utility services to the new owners of the property. under the general property tax act, mCL 211.1 et seq, a judgment of foreclosure extinguishes all liens and interests related to unpaid utility-service charges against the property. mCL 211.78k. a municipality may, however, seek to recover such charges by including the delinquent charges in the cost of the property at the time it is offered for sale under the general property tax act, or by instituting other lawful action against the former owners.
trivia questionsthe average american works how many hours per year? a. 1010 b. 1777 c. 2080Who said it?“Nearly all men can stand adversity, but if you want to test a man’s character, give him power.”
Who said it?“Speak when angry and you will make the best speech you will ever regret.”
Who said it?“Talk low, talk slow and don’t talk too much.”
answers on page 6
2011 page 6
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MiCPT & CPFA C e r t i f i C a t i o n
still working toward your micpt or cpfA certification? there are still opportunities this year to earning points by contacting fall conference committee – Kim mcKay or newsletter committee- Janice Zuhlke.
At the 2011 fall conference there will be a committee signup sheet in your packet. Joining a committee will give you experience points toward your certification (s).
newsletter committee – works to provide four mmtA connect issues per year
membership committee – works to
increase membership& merchandise sales education committee – works on the mmtI education
legislative committee – works to provide pertinent legislative information to members.
fall conference committee
mmtA in the up committee
spring conference committee
What are the six principals of government?
*Federalism
*Separation of Powers
*Popular Sovereignty
*Checks and Balances
*Judicial Review
*Limited Government
question # 1 answer: 1777
#1 Who said it?Abraham Lincoln
#2 Who said it?Ambrose Bierce
#3 Who said it?John Wayne
trivia answers from page 5
MMTA 33rd AnnuAl
FAll ConFerenCe
Get the point, at the point!
Sunday, Oct. 2nd through
Wednesday,Oct. 5th
See details inside this issue!
Prime Award Nominations
Who are those people who have distinguished service in their professions, communities, and the Michigan Municipal Treasurers Association? Since 1989 the MMTA has recognized 23 outstanding individuals who exemplified these attributes by awarding them the prestigious PRIME Award. Every year we recognize one member with this award which stands for Professional Recognition In Municipal Excellence.
You’ve been thinking about it and now is the time to sit down and put together your nomination for the 2011 PRIME Award recipient. To be eligible, the nominee must be an active member who has maintained membership in the MMTA for no less than three complete, consecutive years.
You may nominate any member who meets the qualifications by filling out the nomination form and including a short statement of why you are nominating him or her. Please keep in mind that your nomination should demonstrate that the nominee has contributed to the improvement, promotion and support of his or her community and the MMTA. Instead of completing the form, you may submit a letter of nomination which includes the required information.
A committee of three will review the nominations based on the information submitted. The names of all nominees who meet the qualifications will be placed on the ballot for selection by their peers. The ballot will contain a brief biography of each individual and the reasons he or she was nominated. All active members, including associate members, are eligible to vote for the PRIME Award. The 2011 PRIME Award recipient will be announced and honored at the MMTA Fall Conference at Mission Point Resort, Mackinac Island, Tuesday, October 4, 2011.
Nominations must be received no later than July 15, 2011.
NOMINATION FOR THE
2011 Prime Award NomiNee’s Name: ________________________ PhoNe Number: ______________________________
TiTle/muNiciPaliTy: ____________________________________________________________________
address: _________________________________________ ciTy: _______________________________
sTaTe/ZiP: ______________________________ e-mail: _______________________________________
reasoN(s) for NomiNaTioN: _____________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
SUBMIT NOMINATIONS BY JULY 15, 2011 TO:
Joseph G. ferrari, Treasurer charter Township of oxford 300 dunlap road, Po box 3
oxford, mi 48371-0003 [email protected] 248-628-8139 (fax)
June 2011 page 7