CORPORATE SPONSORS
George K Baum & Company
Investment Bankers
15 West South Temple
Suite 1090
Salt Lake City, Utah 84101
(801)538-0351
John Crandall, Executive VP & Mgr
Jim Matsumori, Executive VP
Preston Kirk, Senior VP
Matt Dugdale, First VP
Elizabeth Read, First VP
Laynie Markisich, Associate
Crandall@gkbaum.com
Matsumori@gkbaum.com
Kirk@gkbaum.com
Dugdale@gkbaum.com
Reade@gkbaum.com
Markisich@gkbaum.com
Hansen, Bradshaw, Malmrose & Erickson
Certified Public Accountants
559 West 500 South
Bountiful, Utah 84010
(801) 296-0200
Ed Erickson, Partner
Robert Wood, Principal
Jeff Miles, Manager
Aaron Hixson, Manager
Shawn Martin, Senior
Ede@hbme.com
Aaron@hbme.com
Lewis Young Robertson and Burningham, Inc
Municipal Financial Advisory and Consulting Firm
41 North Rio Grande
Suite 100
Salt Lake City, Utah 84101
(801) 576-0700
Jason Burningham, Principal
Laura Lewis, Principal
David Robertson, VP
Cody Deeter, VP
Marc Edminster, VP
Jason@lewisyoung.com
Laura@lewisyoung.com
David@lewisyoung.com
Cody@lewisyoung.com
Marc@lewisyoung.com
Moreton & Company
Insurance/Risk Management and Investment Advisor Services
709 East South Temple
Salt Lake City, Utah 84102
(801) 869-4200
(801) 455-5887
Jason Williams, President
Jordan Hansen, Chief Investment
Officer
Wendell Bosen, Sr Account
Executive
Jason@moretonadvisors.com
Jordan@moretonadvisors.com
wbosen@moretonadvisors.com
Olympus Insurance
Insurance Brokerage and Risk Management Services
220 East Morris Avenue
Suite 340
Salt Lake City, Utah 84115
(801) 486-11467
B Darrell Child, Executive VP
Brian D Child, Shareholder
darrellchild@olyins.com
brianc@olyins.com
PFM Asset Management, LLC
Municipal Financial Advisory and Consulting Firm
1400 16th Street
Suite 400
Denver, CO 80202
(303) 467-1114
Chris Blackwood, Director
blackwoodc@pgm.com
US Bank
Trust Administration and Banking Services
170 South Main Street
Suite 200
Salt Lake City, Utah 84101
(801) 534-6083
Corporate Trust
Brandon Elzinga, Acct Manager
Kim Galbraith, Acct Manager
Business Development
Mike Binsacca, Bus Development
Gov’t Banking
Chris Feinauer, Govt Banking
brandon.elzinga@usbank.com
kim.galbraith@usbank.com
Wells Fargo Bank
Trust Administration and Banking Services
299 South Maint Street
9th Floor
Salt Lake City, Utah 84111
(801) 246-1073
Mark Edgley, VP
Lane Thomas, VP
Randy Church, VP
Shawn Hinton, VP
Johnny Beck, Bus Banking Mgr
Mark.Edgley@wellsfargo.com
Lane.L.Thomas@wellsfargo.com
Randy.Church@wellsfargo.com
Shawn.Hinton@wellsfargo.com
Johnny.Beck@wellsfargo.com
Jon Bronson, Sr VP/Director
Eric Pehrson, VP
Johnathan Ward, VP
Cara Bertot, Asst VP
Jon.Bronson@zionsbank.com
Eric.Pehrson@zionsbank.com
Johnathan.Ward@zionsbank.com
Cara.Bertot@zionsbank.com
Zions Bank
Public Finance
One South Main Street
18th Floor
Salt Lake City, Utah 84113
(801) 844-7375
Zions Bank
Trust Administration and Banking Services
One South Main Street
Suite 1200
Salt Lake City, Utah 84113
(801) 844-7253
Carl Mathis, Corporate Trust
Dan Ellison, Corporate Trust
Ross Romero, Community
Relations
Scott Burnett, Director of Fixed
Income
Hollie Duran, Treasury Mgmt
Carl.Mathis@zionsbank.com
Daniel.Ellison@zionsbank.com
Ross. Romero@zionsbank.com
Hollie.Duran@zionsbank.com
PARTNER SPONSORS
Ballard Spahr, LLP
Bond Counsel and Attorneys-at-Law
201 South Maint Street
Suite 800
Salt Lake City, Utah 84111
(801) 531-3065
Randy Larsen, Partner
Larsen@ballardspahr.com
Gary Helm, VP West
Barb Doyle
BDoyle@icmarc.org
ICMA-RC
Public Sector Retirement
1120 Lincoln Street
#708
Denver, Colorado 80004
(303) 861-7457
JP Morgan Chase
Banking and Financial Advisory Services
201 South Main Street
Floor 03
Salt Lake City, Utah 84111
(801) 715-7208
David Sagers, Senior Banker
Steve Gleason, Sr Relationship Mgr
David.Sagers@jpmorgan.com
Steve.Gleason@jpmorgan.com
Jerry Nowlin, Managing Director
Tom Coverick
jerry.nowlin@key.com
Travis Garton, Member Svcs Mgr
Darin Palmer, Account Executive
Jody Petit, Accounting Manager
Ryan Hatch, Membership
Development Manager
travis@utahtrust.gov
darin@utahtrust.gov
Jody@utahtrust.govke
Ryan@utahtrust.gov
KeyBanc Capital Markets
Investment Bank
36 South State Street
Salt Lake City, Utah 84111
(801) 297-8894
Utah Local Governments Trust
Public Agency Insurance
55 South Highway 89
North Salt Lake City, Utah 84054
(801) 936-6400
ASSOCIATE SPONSORS
Arbitrage Compliance Specialists
Arbitrage Rebate Provider
5975 South Quebec Street
Centennial, Colorado 80111
(303) 867-7536
Robert Goubert, VP
drobert@rebatebyacs.com
John Tillapaugh, Senior Director
john.tillapaugh@fitchratings.com
Fitch Ratings
Rating Agency
650 California Street
4th Floor
San Francisco, Calirfornia 94108
(415) 732-7575
Tyler Technologies
Public Sector Software Solutions
One Tyler Drive
Yarmouth, Maine 04696
(801) 766-2120
David Snow, Sr Account Executive
david.snow@tylertech.com
EXHIBITORS
Caselle
Government Accounting Software
1656 South East Bay Blvd
Suite 100
Provo, Utah 84651
Wade Walker, Territory Mgr
pww@caselle.com
Mitch Ross, Account Executive
Mitchr@expressrecover.com
Express Recovery Services
Revenue Recovery Services
2790 South Decker Lake Drive
Salt Lake City, Utah 84119
(801) 412-3949
Farnsworth Johnson, PLLC
Bond Counsel and Attorneys-at-Law
180 North University Ave #260
Provo, UT 84601
(801) 932-0317
Brandon Johnson
Brandon@farnsworthjohnson.com
Harris Enterprise Resource Planning
ERP Software
520 Zang Street
Suite 200
Broomfield, Colorado 80021
Tina Metter-Stuart, Product
Specialist
Tmetter-stuart@harriscomputer.com
Greg Sheahan, President
Gsheahan@hcamgt.com
HCA Asset Management, LLC
Consultants
13292 Alexis Drive
Kamas, UT 84036
(941) 544-2369
Keddington & Christensen
Certified Public Accountants
5292 S College Drive
Suite 102
Salt Lake City, Utah 84123
(801) 590-2600
Gary Keddington, Partner
gary@KCcpaoffice.com
Skylar Pickard, Marketing Analyst
skylar.pickard@newworldsystems.com
New World Systems
ERP Software
888 West Big Beaver
Suite 600
Troy, Michigan 48084
(284) 269-1000
Premier Computing, Inc.
Government Accounting Software
345 Bearcat Drive
Salt Lake City, UT 84115
(801) 487-8400
Rob Gillespie, VP-Sales
rgillespie@premiercomputing.com
Water Company of America
Utility Revenue Recovery Services
8764 West Cyprus Street
Copperton, Utah 84006
(801) 201-0714
Frank Christiansen, Contract Mgr
Steve Hooper, General Manager
Frank@watercompanyofamerica.com
Wood Richards & Associates
Certified Public Accountants
2490 Wall Avenue
Ogden, Utah 84401
(801) 621-0440
Ryan Child, Parner
ryan@woodrichards.com
Mike Wilson, Education
Representative
Michael.wilson@urs.org
Jared Swinford, Gov’t Svcs
Consultant
jswinford@xpressbillpay.com
Utah Retirement Systems
Public Sector Retirement
560 East 200 South
Salt Lake City, Utah 84102
(801) 366-7491
XpressBillPay
Online Bill Payment System
387 South 520 West
Suite 100
Lindon, Utah 84042
(800) 768-7295 ext 919