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Annual Winter Meeting 2007
Tuesday, February 13, 2007
Holiday Inn, Route 111 (Exit 28 off I-495) Boxborough

Directions          Letter


8:30 – 9:00
Registration and Full Continental Breakfast
9:00 – 10:30

"What’s New in Veterans’ Exemptions?"
Moderator – Nancy Holt, Coll/Treas, Marshfield and MCTA 1st V.P.
Kathleen Colleary, Chief, Property Tax Bureau, MA DOR
Audrey Murphy, Assessor, Greenfield
Lane Kelly, Collector/Treasurer, Greenfield

9:00 – 10:30

"Do you have an Investment Policy?”
Moderator, F. Ellen McKay, Treas/Coll, Boylston and MCTA President
Richard Carmignani, Treasurer, Dudley
            Why, as a new Treasurer, did I adopt an Investment Policy?
Anthony Logalbo, Treasurer/Collector, Concord
            How does your Investment Policy relate to Investment Safety?
George Zimmerman, Treasurer, Northampton
            Should we adopt the “Prudent Investor” Rule?
Geoffrey Buswick, Director, Standard & Poor’s Ratings Group
            What Management Tools does a Ratings Agency look for?

10:30 – 11:00
Coffee Break
11:00 – 12:00

“The Economic Outlook for the U. S. and Massachusetts”
Jurrien Timmer, Director of Market Research for Fidelity Investments
A “State of the Market” review of 2006 and forecast for 2007, including
the economic cycle, interest rates, the housing market, and global trends.

12:00 – 12:30
Reception – Your opportunity for information exchange with colleagues and vendors.
12:30 – 2:00
Luncheon – Your choice of Chicken Parmesan or Baked Scrod – See Registration Form

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