MCTA - Annual Winter Meeting 2007

Annual Winter Meeting 2007

Tuesday, February 13, 2007

Holiday Inn, Route 111 (Exit 28 off I-495) Boxborough

Directions Letter

Program:

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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