Colo Flag   COLORADO
  County Treasurers and
Public Trustees

Information and Presentations

Go to Public Trustee Information & Presentations

FOR COUNTY TREASURERS

      • Bankruptcy
          Bankruptcy - District 2 (2011 Quadrennial)
          ○ Bankruptcy 101 - Leola Harris (2006 Eastern Division)
     • Ethics
          ○ Colorado Independent Ethics Commission - Jane Feldman (2012 Seminar)
          ○ Ethics for Elected Officials -  The Honorable John Suthers, Colorado Attorney General (2010 Conference)
     • General Information
          ○ Active Shooter Situations - Deputy Christian Byrne, Jefferson County Sheriff's Office Liason to FBI and  
                 Homeland Security (2016 Conference)
          ○ Bid Rigging and Reference Sheet - Jennifer Hunt and Abigail Smith, Colorado Attorney General's Office,
                 (2018 Conference)
          ○ Bid Rigging, a Case Study - Jennifer Hunt, Colorado Dept of Law, and Robert Shapiro, Colorado
                 Attorney General's Office (2019 Seminar)

          ○ Blockchain amd its Potential Impact on Colorado Real Estate Records - Dr Joseph Gersch, Computer
                 Science Dept, Colorado State University (2018 Seminar)

          ○ CORA and CORA Outlines - David Ayraud, Assistant Larimer County Attorney (2016 Seminar)
          ○ CORA: A Practical Overview - Dianne Criswell, Kelly PC (2018 Seminar)
          ○ County Officials Interactions - Patty Bartlett, Logan County Treasurer and Tim Kauffman, Jefferson County
                 Treasurer (2015 Quadrennial)
          ○ Counterfeit Money & How it Affects Cash Flow - Michael Caldwell, Caldwell & Co, Inc (2010 Seminar)
          ○ Customer Service Rules - Dee Ann Stults, Yuma County Treasurer (2011 Quadrennial)
          ○ Cyber Fraud - Understanding the Threat - Yvonne Wilder, Vice President, Bank of the West (2014 Seminar)
          ○ Fighting Cyber Fraud - John Kolar, VP, Fraud Prevention Mgr, Wells Fargo (2017 Western Division)
          ○ How To Be A Super Supervisor (Are You a Good Boss or a Bad Boss?) and What Color is Your Cape?
               (Burnout Questionnaire)
- Kristina Daniel, MA, MBA, COO, Behavioral Health Group (2017 Conference)
          ○ HR Top 10 - Bridget Paris, Larimer County Human Resources Director (2019 Seminar)

          ○ Identity Theft - Skyler Pimple, Investigations, Logan County Sheriff's Office (2012 Seminar)
          ○ Improvement Through Innovation - Brian Elms, City & County of Denver Peak Academy (2015 Seminar)
          ○ Lean Thinking for Local Government - Steve Elliott (2009 Eastern Division)
          ○ Locating People - Dean A Beers, CLI, CCDI, Licensed Private Investigator (2016 Seminar)
          ○ Odds and Ends - Bill Wallace, Summit County Treasurer (2015 Quadrennial)
          ○ Open Records Act - Robert Loeffler, Clear Creek County Attorney (2011 Conference)
          ○ Quadrennial Overview (2011) - Bill Wallace, Summit County Treasurer (2011 Quadrennial)
          ○ Quadrennial Overview (2015) - Bill Wallace, Summit County Treasurer (2015 Quadrennial)
          ○ Retirement Board Member: Fiduciary Responsibilities - Jared Martin, CFP, Vice President and Consultant,
                Innovest (2016 Seminar)
          ○ Security Awareness: Defending Aginst Phishing and Social Engineering - Tom Iwanski, Larimer County
                (2018 Seminar)
          ○ Social Media: What You Can or Think You Can Control - David Moore, Press Information Officer,
                Larimer County Sheriff's Office (2016 Seminar)
          ○ Stress Management & Stress Management Resources - Rob Moody, Office of Human Resouorces,
                 City & County of Denver (2015 Seminar)
          ○ The Rapid Pace of Change in the Payments Landscape - Patricia O'Donnell, Managing Director, JP Morgan
                 Chase (2014 Seminar)
          ○ Title Issues - Diane Holbert, Douglas County Treasurer (2011 Seminar)
          ○  What Color is Your Cape? (Burnout Questionnaire) - Kristine Daniel (2017 Conference)

     • Investments and Banking
          ○ 2015 Economic/Interest Rate Outlook "Countdown to Liftoff" - Jim Demasi, Managing Director & Chief
                 Fixed Income Strategist, Stifel Nicolas (2014 Seminar)
          ○ Analyzing Risk in an Investment Portfolio - Neil Waud, Director, Sr. Portfolio Mgr, Colotrust and
                 Matthew Tight, VP Sales & Marketing, Colotrust (2012 Seminar)
          ○ Banking for County Treasurers - Sherrie Vogt, US Bank and Kari Osborne, UMB Bank (2016 Conference)
          ○ Banking RFP's - Patty Bartlett, Logan County Treasurer and Tim Kauffman, Jefferson County Treasurer
                 (2015 Quadrennial)
          ○ CAMELS Rating System and PDPA Handout - Mark Driscoll, First National Bank and Allison Rothermel,
                 Division of Banking, State of  Colorado (2018 Seminar)
          ○ Colorado, Regional & National Economy - Alison Felix, Vice President Federal Reserve Bank of
                 Kansas City (2015 Seminar)
          ○ Counterfeit Currency Detection and Prevention, Handout, Know Your Money, Quiz,  - Betty Diller,
                Archuleta County Treasurer and Samanth Armitstead, (2018 Spring Eastern Division)

          ○ Cybersecurity and Fraud Protection - David May, JP Morgan Chase Bank (2016 Conference)

          ○ Demystifying Supranationals - Urvi Mehta, Financial Analyst/Investor Relations, The World Bank
                 (2014 Seminar)
          ○ Economic Review and Forecast - Richard Wobbekind, Leeds School of Business, University of Colorado
                 (2016 Conference)
          ○ Investment Basics for Colorado Govts - Ben Mendenhall, Director of Marketing,
                 Colotrust/Public Trust Advisors (2014 Western Division)
          ○ Investment Market Update, Part 1 - Neil Waud, Public Trust Advisors, COLOTRUST (2016 Conference)
          ○ Investment Market Update, Part 2 - Glenn Scott, Davidson Fixed Income Management, CSAFE
                 (2016 Conference)
          ○ Investment Policies - Ned Connolly, Senior Vice President, Chandler Asset Mgmt (2010 Seminar)
          ○ Investment Policies - Ben Mendenhall, Director of Marketing, COLOTRUST (2015 Conference)

          ○ Investments, Investment Policy Statements and Legal Investments &  Managing Cash Flow - John Lefebvre,
                 Weld County Treasurer (2019 Seminar)
          ○ Investments Part 1 and Investments Part 2 - District 2 (2011 Quadrennial)
          ○ Public Fund Investing - Ben Finkelstein,
kwebb@cantor.com (2012 Conference)
          ○ Public Fund Investing: Basics of Statutory Requirements, Investment Policy, and Fiduciary Responsibility
                 and Investment Policy Glossary - Diane Holbert, Douglas County Treasurer (2015 Quadrennial)
          ○ The Future of Receivables - John Allen, Local Govt Treasury Mgmt Consultant, and Beth Chabot,
                 Local Govt Relationship Mgr, Wells Fargo (2017 Western Division)
     • Office Policies/Procedures
         
Accounting, Distributions, County Office Collections, Balancing, ACH, Cash Handling, NSF Payments,
                 
Checks & Balances - Steve Ellington, CPA|Treasurer, Department of Finance,
                 City and County of Denver (2015 Quadrennial)
          ○ Auditors - Much More Than a CPA - Karla Willschau, CPA with Wall, Smith Bateman Accounting Firm
                (2017 Conference)

          ○ Identifying ACH/EFT Payments-State & Federal - Cindy Johnson, State Treasurer's Office (2007)
          ○ Policies and Procedures - Irene Josey, Larimer County Treasurer (2015 Quadrennial)
          ○ Quarterly Report - District 7 (2011 Quadrennial)
          ○ Treasurer Checklists (pdf), Treasurer Checklists (Excel) - Bob Sagel, Morgan County Treasurer
                 (2015 Quadrennial)
          ○  Treasurer Fees - District 7 (2011 Quadrennial)
    • Property Taxes
          ○ Abatements
                ◙ Abatements, Exemptions & Omitted Property - District 4 (2011 Quadrennial)
                ◙ Abatements and Refunds - Janeen Ogden, Colorado Division of Property Taxation (2010 Conference)
          ○ Assessor 101
                ◙ Commercial vs. Residential and Mill Levy Comparison - Lisa Thieme, Larimer County Assessor
                       (2019 Seminar)
          ○ Certificates of Taxes Due

                ◙ Certificates of Taxes Due and Example - District 1 (2011 Quadrennial)
                ◙ Certificate of Taxes Due: Why, How, Streamline - Gina Maldonado and Jennifer Lothrop,
                       Adams County Treasurer's Office (2016 Conference)
          ○ Delinquent Tax Notices

                ◙
Delinquent Notices, Endorsements, Advertising, Distraints, Mobile Home and
                       Severed Mineral Notifications -
District 8 (2011 Quadrennial)
          ○ Distraint Warrants
                ◙ Distraint and Sale of Personal Property and Manufactured Homes - John Lefebvre,
                       Weld County Treasurer and Brigitte Grimm, Adams County Treasurer (2015 Quadrennial)
          ○ General Property Tax Information
                ◙ FDIC Policy Regarding Property Tax Payments and Penalties & Fees on Delinquent Taxes (2009)
                ◙ Gallagher Amendment and TABOR - How They Work - Rick Pettitt, Elbert County Treasurer
                       (2017 Eastern Division)

          ○ Manufactured Housing
                ◙ Asbestos and the destruction of Mobile Homes - Jim Ventrello, Delta County Treasurer
                       (2011 Conference)
                ◙ Assessor's Role Regarding Mobile Homes - Lisa Thieme, Deputy Larimer County Assessor
                    (2016 Seminar)

                ◙ Manufactured Housing - Renee Bridges, Div of Property Tax, State of Colorado (2013 Seminar)
                ◙ Manufactured Housing - Darlene Bonfiglio, Pueblo County Personal Property Supervisor
                        (2010 Eastern Division)
                ◙ Manufactured Housing - Renee Bridges, Colorado Division of Property Taxation (2010 Conference)
                ◙ Manufactured Housing - Pam Nielsen, Vehicle Licensing Manager, Colorado Department of Revenue,
                        Title and Registration Section (2016 Seminar)
                ◙ Manufactured Housing - Cynthia Stickel, Customer Service Center Unit Supervisor, Colorado
                        Department of Revenue, Title and Registraton Section (2017 Eastern Division)
                ◙ Manufactured Housing Brochure - Renee Bridges, Administrative Manager-DOLA -Division of Property
                        Taxation (2018 Seminar)
                ◙ Manufactured Housing Tax Collection and Other Issues- Todd Sims, Business Operations Manager-
                        Larimer County Treasurer's Office, Pamela Nielsen, Vehicle Licensing Manager-Larimer County
                        Motor Vehicle Office, and Renee Bridges, Administrative Manager-DOLA -Division of Property
                        Taxation (2018 Seminar)
                ◙ Manufactured Homes Titles and Registrations - Pamela Nielsen, Vehicle Licensing Manager-Larimer
                        County Motor Vehicle Office (2018 Seminar)

                ◙ Mobile Home Authentications - Todd Sims, Business Operations Manager, Larimer County
                        Treasurer's Office (2016 Seminar)
          ○ Oil and Gas
                ◙ Oil and Gas Property Taxation - John Lefebvre, Weld County Treasurer (2016 Conference)

                ◙ Oil & Gas, State Assessed and Personal Property - John Lefebvre, Weld County Treasurer
                        (2011 Quadrennial)
          ○ Personal Property
                ◙ Business Personal Property Message and Apportionment - Steve Ellington, acting Treasurer,
                        Finance Dept, City and County of Denver (2011 Quadrennial)
                ◙ Personal Property
- Pam Saffold, Pueblo County MH Specialist (2010 Eastern Division)
                ◙ Personal Property Assessment -
Ken Beazer, Colorado Dept of Property Taxation
                        (2010 Metro Division)
          ○ Possessory Interests
                ◙ Possessory Interest Valuation & Collection - Curt Settle, Manager of Appraisal Standards,
                        Colorado Division of Property Taxation (2015 Seminar)
          ○ Property Tax Deferral and Work-Off Programs
                ◙ Property Tax Deferral & Property Tax Work-Off Programs - Paul Weissmann,
                       Boulder County Treasurer (2015 Seminar)

                ◙ Property Tax Workoff Program, Job Application, and Job Order - Susie Allen, Gilpin County HR
                       and Alynn Huffman, Gilpin County Treasurer (2011 Conference)
                ◙ Senior/Military Tax Deferral Program, ID Verification form, Trust Acknowledgement form, and
                       Release of Lien form - Monica Hughes, Colorado State Treasurer's office and Alycia Allshouse,
                       Chief Deputy Boulder County Treasurer (2018 Seminar)
          ○ Redemptions
                ◙ Redemptions and Attachments - District 3 (2011 Quadrennial)
                ◙ Redemptions - Lois Widhalm, Alamosa County Treasurer, Jan Stout, San Miguel County Treasurer,
                    Betty Diller, Archuleta County Treasurer, and Bob Campbell, Teller County Treasurer
          ○ Residential Assessment Rate
                ◙ Gallagher & Tabor: The Gordian Knot? - JoAnn Groff, Property Tax Administrator, State of Colorado
                    Division of Property Taxation (2018 Conference)

          ○ Senior and Veterans Property Tax Exemptions
                ◙ Senior & Veteran Property Tax Exemptions - District 4 (2011 Quadrennial)
                ◙ Senior Exemption Collection Fees
- Findings from the Property Tax Administrator and the Denver
                     City and County Attorney concerning collection fees on Senior Exemption distributions (2003)
          ○ TABOR
                ◙ TABOR - Greg Schroeder, Colo Div of Property Taxation (2010 Conference)
          ○ Tax Collections
                ◙ Collections and Handouts - District 7 (2011 Quadrennial)
                ◙ Tax Collection Review - Janice Rich, Mesa County Treasurer (2014 Seminar)
          ○ Tax Distribution
                ◙ Distributions: Why, How, Streamline - Lisa Yoder, Larimer County Treasurer's Office
                       (2016 Conference)
          ○ Tax Increment Financing (TIF)
                ◙ Tax Increment Financing - John Lefebvre, Weld County Treasurer (2014 Seminar)
                ◙ Tax Increment Financing - District 2 (2011 Quadrennial)
                ◙ Tax Increment Financing - Greg Schroeder, Colo Div of Property Taxation (2010 Conference)
          ○ Tax Liens and Treasurer's Deeds - Debbie Reynolds, Huerfano County Treasurer and Rick Pettitt, Elbert
                    County Treasurer (2015 Quadrennial)

          ○ Tax Lien Sale
                ◙ Delinquent Taxes and Live Tax Sale - Patricia Bartlett, Logan County Treasurer (2019 Seminar)
                ◙ Tax Lien Sale and Outline - District 6 (2011 Quadrennial)
                ◙ Tax Lien Sales - Michelle Miller, Park County Treasurer, Lois Widhalm, Alamosa County Treasurer, 
                        and Ken Sigley, Adams County Treasurer's Office (2011 Conference)
                ◙ Tax Lien Sales - Lois Widhalm, Alamosa County Treasurer, Jan Stout, San Miguel County Treasurer,
                        Betty Diller, Archuleta County Treasurer, and Bob Campbell, Teller County Treasurer
                ◙ Tax Sale Rules - Janice Stout, San Miguel County Treasurer (2011 Quadrennial)
          ○ Tax Notices
                ◙ Tax Notices - Dee Ann Stults, Yuma County Treasurer and John Lefebvre, Weld County Treasurer
                        (2015 Quadrennial)
                ◙ Tax Types, Certifications, Tax Notices and S.B. 25 - District 2 (2011 Quadrennial)
          ○ Treasurer's Tax Deed
                ◙ Treasurer and Mineral Deeds - John Lefebvre & Joyce Miller, Weld County Treasurer Office
                        (2009 Conference)
                ◙ Treasurer's Deed Exceptions - Betty Diller, Archuleta County Treasurer (2015 Seminar)
                ◙ Treasurer's Deeds - Irene Kincade, Clear Creek County Treasurer and
                        Mary Lorenz, Gilpin County Treasurer's Office (2011 Conference)
                ◙ Treasurer's Deeds: The Quiet Title Process and Your Involvement - William F Garcia,
                        Weld County Real Estate and Business Attorney (2016 Seminar)
                ◙ Treasurer's Tax Deed, Tax Deed Check off and Tax Deed Checklist Handout - District 3
                        (2011 Quadrennial)
     • Records Retention
          ○ Records Retention & Archiving - Guy Mason, Records Manager, City & County of Denver (2015 Seminar)
          ○ State Archives and Public Records Law - Terry Ketelsen (2010 Seminar)
     • Sales, Use, and Other Taxes
          ○
Sales and Use Tax (Sales Tax FYIs) - Lu Ann Pyatt, Colorado Dept of Revenue Taxpayer Service Division
                 (2017 Conference)
     • Special Assessments and Special Improvements
          ○ Alphabet soup: LID, SID, GID, PID, BID - Dee Wisor, Butler Snow LLP (2019 Seminar)
          ○ COPACE, NEID - What is it? What Has Changed? - Paul Scharfenberger, State of Colorado Energy Office
                 (2016 Conference)
          ○ CPACE, Commercial Property Assessed Clean Energy - Jeffry King, Colorado Energy Office, Marcus
                 McAskin, NEID, and Tracy Phillips, C-PACE (2019 Seminar)
          ○ Improvement Districts in Larimer County - Matt Johnson, Larimer County (2019 Seminar)

          ○ SIDS, LIDS, etc. - Bill Wallace, Summit County Treasurer (2012 Conference)
          ○ Special Assessments and Special Improvement Districts (SIDs) - District 2 (2011 Quadrennial)
          ○ Special Assessments and Utility Liens - Irene Josey, Larimer County Treasurer (Spring 2018 Eastern
                  Division)
          ○ Special Assessments and Utility Liens - Todd Sims, Larimer County Treasurer's Office (2019 Seminar)
          ○ Special Assessments for BID's, Metro Dist, etc. - Doris Fischer, NAI Shames Makovsky (2015 Seminar)
          ○ Special Assessments: What's so Special? - Bob Sagel, Morgan County Treasurer (2016 Conference)
     • Unclaimed Property
          ○ Claiming Unclaimed Property - Information for County Treasurers - Garth Farrend, Colorado State
                  Treasurer's office (2018 Seminar)

FOR PUBLIC TRUSTEES

      • Bankruptcy
          ○ Bankruptcy - District 2 (2011 Quadrennial)
          ○ Bankruptcy 101 - Leola Harris (2006 Eastern Division)
      • E-Recording
          ○ How Can E-Recording Make Your Job Easier? - Karl Klessig, CSC Global (2015 Seminar)

      • Ethics
          ○ Colorado Independent Ethics Commission - Jane Feldman (2012 Seminar)
          ○ Ethics for Elected Officials -  The Honorable John Suthers, Colorado Attorney General (2010 Conference)
     • Foreclosures
          ○ Foreclosures and Foreclosure Checklist - Bob Sagel, Morgan County PT (2011 Quadrennial)
          ○ Foreclosure Checklists (pdf), Foreclosure Checklists (Excel) - Bob Sagel, Morgan County PT
                 (2015 Quadrennial)

          ○ Foreclosure 101 - Deanne R. Stodden, Rogers & Stodden, LLC (2015 Quadrennial)
          ○ Foreclosure Complications - Tom Mowle, El Paso County PT (2011 Quadrennial)
          ○ Foreclosure Deferment Rules - Colorado Division of Housing (2010 Conference)
          ○
Expedited Foreclosures,  Expedited Timeline &  Deferments - Carol Snyder Adams County PT
                  (2010 Conference)
          ○ Foreclosure Hodge Podge - Deanne R. Stodden (2010 Western Division)
          ○ Foreclosure/Home Ownership Defense: Assistance & Recent Court Cases - Jose L Vasquez,
                  Colorado Legal Services (2018 Seminar)
          ○ Help for Struggling Borrowers - Cathy Mansfield, Representative, US Consumer Financial Protection
                 Bureau (2014 Seminar)
          ○ Procedures and Policies - Bob Sagel, Morgan County PT (2015 Quadrennial)
          ○ Review of the Twists and Turns of the Overbid Payment Statute, 38-38-111 - Kerry LeMonte and Richard
                 Benenson, Brownstein Hyatt Farber Schreck (2014 Seminar)
          ○ Sheriff/Public Trustee Comparison (2017 Western Division)
     • General Information
          ○ Active Shooter Situations - Deputy Christian Byrne, Jefferson County Sheriff's Office Liason to FBI and  
                 Homeland Security (2016 Conference)
          ○ Being a Public Trustee is Risky Business - Betty Diller, Archuleta County PT (2017 Conference)
          ○ Bid Rigging and Reference Sheet - Jennifer Hunt and Abigail Smith, Colorado Attorney General's Office,
                 (2018 Conference)
          ○ Bid Rigging, a Case Study - Jennifer Hunt, Colorado Dept of Law, and Robert Shapiro, Colorado
                 Attorney General's Office (2019 Seminar)

          ○ Blockchain amd its Potential Impact on Colorado Real Estate Records - Dr Joseph Gersch, Computer
                 Science Dept, Colorado State University (2018 Seminar)

          ○ Consumer Case Status, Bid Rigging, and "Asset Finders" - Colorado Attorney General Staff
                 (2016 Conference)
         CORA and CORA Outlines - David Ayraud, Assistant Larimer County Attorney (2016 Seminar)
          ○ Counterfeit Money & How it Affects Cash Flow - Michael Caldwell, Caldwell & Co, Inc (2010 Seminar)
          ○ Customer Service Rules - Dee Ann Stults, Yuma County PT (2011 Quadrennial)
          ○ HOA's: Mystery Solved - Boyd Rolfson, HindmanSanchez (2015 Seminar)
          ○ Identity Theft - Skyler Pimple, Investigations, Logan County Sheriff's Office (2012 Seminar)
          ○ Lean Thinking for Local Government - Steve Elliott (2009 Eastern Division)
          ○ Locating People - Dean A Beers, CLI, CCDI, Licensed Private Investigator (2016 Seminar)
          ○ Open Records Act - Robert Loeffler, Clear Creek County Attorney (2011 Conference)
          ○ Quadrennial Overview - Bill Wallace, Summit County PT (2011 Quadrennial)
          ○ Quadrennial Overview (2015) - Bill Wallace, Summit County PT (2015 Quadrennial)
          ○
Security Awareness: Defending Aginst Phishing and Social Engineering - Tom Iwanski, Larimer County
                 (2018 Seminar)

          ○ Social Media: What You Can or Think You Can Control - David Moore, Press Information Officer,
                 Larimer County Sheriff's Office (2016 Seminar)
     • Legislation
          ○ 2010 Legislation -  Bob Sagel, Morgan County PT
          ○ 2012-HB1329 & SB 030 - Bob Sagel, Morgan County PT & Tom Mowle, El Paso PT
     • Office Policies/Procedures
          ○
Cash Handling Procedures - Kimberly K Higgins, CPA, Partner at Eide Bailly, LLLP (2016 Conference)
          ○ Financial Examples and Reports- Susie Velasquez, Weld County PT & Bill Wallace, Summit County PT
                 (2011 Quadrennial)
          ○ Job Matrix and PT Reports - Bill Wallace, Summit County Public Trustee (2015 Quadrennial)
          ○ Office of the Public Trustee - Patty Bartlett, Logan County PT & Carol Snyder, Adams County PT
                 (2011 Quadrennial)
     • Property Tax Escrow
          ○ Tax Escrow - Patty Bartlett, Logan County PT (2011 Quadrennial)
     • Qualified Holders
          ○
Qualified Holders - Mike Moran, Mesa County Public Trustee (2013 Seminar)
     •
Records Retention
          ○
State Archives and Public Records Law - Terry Ketelsen (2010 Seminar)
     • Reinstatement Program
          ○
Reinstatement Program - Terri Lesher, Asst Attorney General (2013 Conference)
     • Releases
          ○ Releases - Carol Snyder, Adams County PT (2011 Quadrennial)
          ○ Releases of Deeds of Trust - Thomas Mowle, El Paso County PT (2015 Conference)

 

Site Map
 
©CCTA/PTAC 2017, All Rights Reserved