Idaho Association of County TreasurersMinutes of Meeting

2014 ANNUAL CONFERENCEIdaho Falls, ID

August 4-7, 2014

The 89th meeting of the Idaho Association of County Treasurer’s was called to order by President, Pauline Malone, at 8:00 a.m.

Radene Barker, Bannock County Treasurer gave the invocation. Idaho Falls American Legion Post #56, presented colors. Kristine Lund, Jefferson County Treasurer, led the Pledge of Allegiance.

The meeting continued with the introduction of guests, since the Idaho Falls Mayor and Chairman, Bonneville County Commissioner hadn’t arrived yet. President Pauline introduced Sandy Zoubek, NACCTFO President and Stanton County, Nebraska Treasurer and Deborah Silver, candidate for Idaho State Treasurer.

Vicky McIntyre, Association Secretary and Ada County Treasurer, conducted the roll call. The following represents the Treasurers and Chief Deputies present:

County Treasurer Present AbsentAda Vicky McIntyre XAdams Christy Wilson XBannock Radene Barker X

Deanna Shannon XBear Lake Tricia Poulsen XBenewah Sara Sexton XBingham Janice Lawes X

Tanna Beal XBlaine Vicki Heuett X

Gail Peterson XBoise April Hutchings X

Gina Turner XBonner Cheryl Piehl XBonneville Mark Hansen X

Rachel Depaolo XBoundary Jenny Fessler XButte Lori Beck XCamas Gayle Bachtell XCanyon Tracie Lloyd XCaribou Diane Crawford XCassia Patty Justesen XClark Annette Zweifel XClearwater Dawn Erlewine XCuster Allicyn Latimer XElmore Rose Plympton X

Amber Sloan XFranklin Jeanette McKay XFremont J'Lene Cherry X

Marinda Ballard XGem Connie Goins XGooding Christine Wines XIdaho Deanna Hall XJefferson Kristine Lund XJerome Tevian Kober XKootenai Tom Malzahn XLatah Lois Reed XLemhi Mary Ann Heiser X

Kammy Maughan XLewis Pauline Malone XLincoln Ann Youts XMadison Sherry Arnold XMinidoka Laura Twiss XNez Perce Barbara Fry X

Regina Pentzer XOneida Jan Edwards XOwyhee Brenda Richards XPayette Donna Peterson XPower Deanna Curry XShoshone Ellen Masterson XTeton Bonnie Hatch XTwin Falls Debbie Kauffman X

Becky Petersen X

37 Treasurers and 11 Chief Deputies were present; a quorum is present to conduct business.

Vicky introduced the February 3, 2014 minutes needing approval. She noted that the minutes had been emailed to all Treasurers prior to the meeting. Vicky requested a motion to suspend the rules for reading the minutes (Currently, the By-Laws requires the Secretary read the previous minutes.) A motion was made to suspend the rules; it was seconded, and carried by vote. Vicky then requested any changes or corrections to the published minutes. She then requested a motion to accept the minutes as emailed. Lori Beck moved; Rose Plympton seconded the motion. The motion carried by vote.

For correspondence, Vicky commented on the many emails that have been passed among the membership for personal tragedies. These were not read. A card from Mary Childers, retired Jerome County Treasurer, was read. She thanked everyone for the many cards and calls during her illness and hospitalization.

Deanna Curry, Association Treasurer and Power County Treasurer, presented the financial condition of the association. Details are available on request. She reported the cash on hand as of July 31, 2014 was $57,487.54. Jenny Fessler moved to accept the report; Tine Wines seconded the motion. The motion carried by vote.

President Pauline thanked D L Evans for hosting the reception on Monday night.

Tine Wines, Association Vice President and Gooding County Treasurer, presented the nominations for the upcoming year. The slate of candidates presented were: Tine Wines, President; Vicky McIntyre, Vice President; Deanna Curry, Secretary; Ellen Masterson, Parliamentarian; Mary Ann Heiser, Historian; and for the elected position of Association Treasurer, Dawn Erlewine. Nominations from the floor were called. Officers automatically move up in the chairs. Only a treasurer is elected each year. Pauline announced that nominations from the floor would occur again in the afternoon, so people should be ready to nominate someone later in the day. Elections will be held later in the day.

COMMITTEE REPORTSReports from the assigned committees began with Kristine Lund presenting the Computer Arts Tax program update. She commented that the treasurers using this program have been working hard to get the program to function the way they would like it to. The committee met in February. They have concentrated on creating a list of future improvements of forms. They hope to meet with the vendor at September’s IAC conference, with as many Treasurers as are available. One big issue that they are working on is the tax deed process to make the forms flow through this program.

The memorial fund, headed by Gayle Bachtell, had no report.

Radene Barker then reported on the Research and Analysis committee. She has requested that people contact her when they have a request for information from the membership, instead of sending out a separate information request. The committee’s charter is to gather all input and make a combined report to the membership. Three reports were sent to the membership prior to the conference. They outlined the responses for: “How does your county levy for the maintenance and operation of Solid Waste?”, “Do you handle excess funds or does your clerk?”, and questions about the “tax deed process”. These reports were emailed to all members prior to the conference.

Pauline reminded everyone to update their email lists to include new treasurers. It is the Secretary’s job to keep the email addresses of all members, so please report new treasurers to the Secretary. Also report new Chief Deputies too! This year we will have at least 8 new treasurers and possibly as many Chief Deputies.

Lois Reed had no report for the Urban Renewal committee.

Rose Plympton, chair of the walking committee, reported that 3 people joined her Tuesday morning to walk along the river. She encouraged those interested to be at the front of the hotel at 5:30 a.m. for about a 45 minute walk each day. She encouraged vendors to walk in the morning.

Tax Commission computer report was presented by Janet James from the Idaho State Tax Commission. She mentioned that there was no change to the tax form. There is an issue with Pacific Corp; there is only so many where information can be listed. News about this will be coming. The rewrite of UAD has ‘sort of’ been funded. It provides for 2 FTE, but one must come from internal people. A new person was hired recently. Trudi, Dwight, and Kathy have been meeting to go over everything. They would like to put together a committee to bounce issues off of as the new programming continues. It was decided that all counties using this program will be available as a committee. Those that were listed for the committee are: Lois Reed, Dawn Erlewine, Debbie Kaufmann, Patty Justesen, Amber Sloan, Sara Sexton, and Barb Fry. It is hoped this would keep people better informed. The committee met Monday night and reviewed the demo.

President Pauline notified the membership that there was going to be a change in the venue for Tuesday night’s dinner. It will now be at the hockey arena. Maps were made available for those who wanted to drive, instead of taking the bus. Buses will depart from the front of the hotel at 5:30 p.m.

Vicky McIntyre updated the membership on the website committee. The latest newsletter is not available yet on the website; Vicky has been too busy the last month. The committee did receive an

invoice for $40 for assistance in getting the website to show up more on web searches. Vicky contacted the committee and recommended we not continue this service, since the people who typically want to contact us know where to find us. Everyday people aren’t typically searching for the Treasurer’s association. It was felt that this expense was unnecessary. Vicky requested the file from research and analysis to put on the website.

Connie Goins, newsletter chair, reported what she has been doing to provide content to the newsletter. Connie and Vicky work closely together, since the newsletter will now be published online. Connie has asked several Treasurers to submit a county history. If you haven’t been asked yet, it’s coming. You will begin to see these in the newsletter. Connie also has asked all retiring Treasurers to write an article for the newsletter. She has also gathered some interesting facts to pass to Vicky for inclusion in the newsletter. Connie asked for members to shoot her an email with ideas of what they would like to see in the newsletter.

Thompson Reuters (GRM, Aumentum) chair, Tracie Lloyd reported next. The committee met Monday night. They decided that they have 11 counties active and Jerome is coming on next; an Idaho users group needs formed to have a bigger voice at the national level to bring issues needing attention to the company. They also hope to establish either monthly or quarterly webinars and learn from each other. She commented that the State has been a super support to their systems and thanks them for their efforts.

State BOE was reported by Steve Fiscus, Idaho State Tax Commission. He commented that there were NO BOE appeals this year. The deadline was Friday, August 1st. No one had filed by that date. Three companies were looking at it, but nothing had been received by last week. The rules for BOE have changed. The meeting is now more like a legislative hearing; less adversarial. Questions can then be asked of the people giving testimony. A significant task being done at this time of year is the consulting appraisers are doing equalization of the property rolls. One issue they thought was going to come up this year was Union Pacific Railroad. Ratio tolerances are being narrowed, especially on commercial/industrial properties, like railroads. The spread used to be between 90% and 110%. It has now been narrowed to 95% to 105%. This came about because of appraisal errors, like a $40,000 coke machine, etc. Errors like this cause levy miscalculations. In 2007 and 2008, appraisals weren’t within the correct tolerances by ratio study. This will only affect counties with railroads; not all counties have railroads or significant commercial/industrial properties that need equalization. Steve then gave us a brief update on the Commissioners. There are only 3 at the moment. There is no word from the Governor’s office about a 4th Commissioner. The term expires in March, so there may not be an appointment until after the November election or next spring.

Donna Peterson reported on legislative issues, in the absence of Ann Frei. Ann has had both tragedy and joy in her life recently, with one grandchild passing away and another one born five days later. Donna recapped the three bills that went to the legislature in 2014. All three passed. Suggestions for legislation issues this year are: rewrite 31-808 dealing with excess funds. The majority of Treasurers would like to see it go back to the way it was; turning over excess funds to the taxing districts or convince our legislators to allow us a commission for selling a property (like a real estate agent). Debbie Kaufmann commented on the lawsuit Twin Falls County had from Found Extra Money. The county lost the lawsuit; the judge said they should have disbursed funds on the contract that the property owner had with Found Extra Money. Glenna Young commented that many counties don’t have the means to disburse the money to the correct person. Tracie Lloyd has a similar problem with a deceased property owner; siblings are arguing over the funds. Others commented about other circumstances. Tine Wines commented that perhaps we would want to look at becoming a ‘tax lien certificate sale’ state. NACCTFO President, Sandy shared her states’ process. The big question was which organization should carry this forward for legislation. It was decided that the Treasurers should work on this. Mark Hanson suggested turning the excess funds over to civil court and let them tell us who deserves the funds. Tom Malzahn suggested a change in this bill might move forward, since Phil Hart and Lawrence Denney are no longer in the legislature. He also suggested we talk with the Clerks and Prosecutors about jointly sponsoring this bill change. Since legislative changes need to be to IAC before September 1st, the committee will work on this during the next year and hopefully have something to bring forward next conference. Last year there was $1.1 million collected in excess funds. Seth Grigg commented, when asked, about his thoughts of turning over excess funds to the State. He suggested speaking with Mike Moyle. Discussion about the many public records requests from the new industry that has surfaced as a result of excess proceeds is spiraling out of control. We all agreed this is time consuming and difficult to always comply with. Often times checks issued on excess funds aren’t cashed, causing even further issues.

The next bill for consideration was 63-1108, suggested by Janice Lawes; do treasurers have to purchase mobile homes at a Sheriff sale? The majority would like to have further ISTC rule clarification on this to make it clearer. Discussion was suspended to allow the official welcome from the city Mayor and County Commissioner.

Idaho Falls Mayor, Rebecca Casper, followed by Roger Christensen, Chairman Bonneville County Commissioner, welcomed us to Idaho Falls and highlighted some of the things to do while in the area. Ms. Casper highlighted the greenbelt and several evening events that were taking place during our conference; encouraging us to come out and see their fine city.

Donna resumed the legislative issues by discussing tax payments in statute 63-217(A) concerning the definition of timely payment via USPS postmark was discussed. Jenny Fessler commented that she is

still getting returned mail from statements mailed in May. Glenna commented that she receives mail with absolutely NO POSTMARK. Sara Sexton said that bill pay checks are not cancelled at all. After much discussion, it was agreed that the ISTC needs to assist us in this issue. The association would like to see the statute changed to identify that a payment “must be received in the Treasurer’s office at close of business on the due date OR clearly postmarked on or before the due date”. The committee will work with ISTC on this issue.

President Pauline asked that we all thank BDS for making our agendas for the conference. They did a marvelous job of giving us a retro look!

J’lene announced the fundraising event for IAC scholarship money by the association was a quilt and a Surface 2 tablet computer. Ticket sales were to occur throughout the conference, with the drawing to be Thursday.

President Pauline gave a rundown of how she injured her foot; she was wearing a ‘walking boot’.

The membership took a break at this point, sponsored by Moreton Asset Management and US Bank, while waiting for the rain to stop so that pictures could be taken. Following the break, the membership adjourned to go outside for photos by Hart Photography.

The meeting resumed by continuing with committee reports.

The two NACCTFO directors generally give a report about the conference, however, with Mary Ann Heiser’s absence; Kammy Maughan presented a slide show report from Mary Ann. The slide show displayed the many adventures the group of Idaho Treasurers experienced while in New Orleans in July. At the completion of the video, Connie Goins gave her report. Idaho had nine Treasurers attend the conference this year. Attending were: Pauline Malone, Tine Wines, Vicky McIntyre, Radene Barker, Connie Goins, Mary Ann Heiser, Glenna Young, Tom Malzahn, and Donna Peterson. Valley County Chief Deputy, Rhonda Komula also attended. Interesting facts that were learned were: properties assessed for less than $250,000 are tax exempt; meaning that the most taxes are generated from the city businesses. Another interesting fact is that they don’t call their government Counties; they are called Parishes. A detail of the education received is available upon request. Highlights of the conference were dinner on a paddlewheel boat, the great food, the exciting sights of the French Quarter, and the marvelous beignets (donuts). Tom Malzahn was recognized for his many years of service to NACCTFO and for his retirement as a Treasurer. Connie picked up a cute saying at this conference, “Don’t sweat the petty things, and don’t pet the sweaty things!” Connie also gave a report on the NACO conference. Connie Goins, Mary Ann Heiser, and Vicky McIntyre attended NACO. The many meetings kept us very busy. The last night we got to experience a Mardi Gras at the Mercedes-

Benz Superdome. The 64 parishes of Louisiana brought products and information that was produced in their parish to share with the rest of the attendees. This was a marvelous experience; it ended with most of us taking home 40+ pounds of beads!

President Pauline again thanked Moreton Asset Management and US Bank for our break. District VI held drawings throughout the conference, when time seemed appropriate.

Kammy then started a slide show made special for the conference. It was a presentation of each of the County Treasurer’s high school graduation picture along with the song that had been chosen. We had a great time viewing this wonderful work of love from Mary Ann and Kammy. Many thanks! It was a highlight of the conference; not to mention the picture game in the conference booklet.

Glenna Young presented an update on the State Tax Commission committee assignment. STC creates rules to establish how statutes should be interpreted. Four committees exist to create these rules; fuels tax, income tax, property tax, sales tax, and Glenna has attended several rules meetings where they have been working on establishing rules for property tax assessment or administration complaints. Alan Dornfest chairs this committee. They are also looking at establishing rules for oil and gas well appraisal. Steve Fiscus added to this report by sharing that IACI and the Legislature complained that they had no vote on this committee. Another thing being worked on is within State Category 59 to remove the term “fixture”. This group is also going to break the rules into smaller sections to reduce the amount of publishing that is required when a rule changes. A short discussion pursued concerning HOE; establishing January 1 as the date required to receive the exemption. In the case of the death of the homeowner, the HOE remains on the property for that year and the following year. Glenna’s report was extensive. If you’d like her filed report, please request it.

The education committee reported next. Vicki Heuett announced that treasurers have earned awards by attending the following training: New treasurers training in Twin Falls on March 27, 2013, Annual conference in Twin Falls, August 2013, and Mid-winter legislative conference in Boise in February 2014. Awards were presented to: (Certified Finance Official-34 hours) Kristine Lund, Annette Zweifel, Jan Edwards, and Ann Youts. (Certified Finance Professional – 68 hours) Deanna Curry, Dawn Erlewine, and Patty Justesen. Those receiving 200 hour awards were: Sherry Arnold and Laurie Thomas. Those receiving 250 hour awards were: Lori Beck, Gayle Bachtell, and Pauline Malone. The education committee has been approached to count outside education like the STC Summer School courses for our awards. After discussion and review of the contract with North Idaho college, it was determined that only IACT classes would be counted toward awards. The committee is trying to put together a new treasurer’s training early next year. The details haven’t been finalized yet. Current Treasurers and Chief Deputies are encouraged to attend with the new treasurers. The committee met and has put together ideas for the February conference education. Possible topics include “Nuts and Bolts of Public

Administration” and “Mobile Homes”. They also discussed possible topics for next August’s conference such as Time Management, Taking the Heat, Records retention, or Robert’s Rules.

Vicky McIntyre reported on a conference she has attended recently, such as the Association of Public Treasurers of the United States and Canada. This meeting was held in Salt Lake City, Utah the last week in July. Next year’s conference will be held in Chicago, but the date conflicts with our conference next year. This organization has wonderful education too. Vicky attended their “Cash Handling” workshop. The organization offers this training plus training on “internal controls”, “debt management”, “investment basics”, plus others. Each of these courses has a published manual that you can take home and implement it. They also offer awards for their education, similar to ours. Vicky highly recommends this association to others. This organization calls their vendors, Partners. The next thing Vicky mentioned was that the Western Intermountain Regional conference is to be held next May 20-22, 2015 in Hawaii. Gordon Cruikshank, Valley County Commissioner, is on the board of WIR. It would be good to support Gordon by attending, if possible. Vicky also reported that NACCTFO and NACO will be held next year in Charlotte, North Carolina, July 10-13, 2015.

Jason Williams of Moreton Asset Management spoke a little bit about their organization in our “Meet a Sponsor” section. His company can handle your investment portfolio to earn you more interest. They are a registered investment advisor. His organization is also good at assisting in the development of investment policies.

Idaho Central Credit Union, our lunch sponsors, talked about their organization at this time. Craig and Janet made a short presentation. They are offering a special interest rate to counties from this conference on a new customer. It allows a one-time withdrawal without penalty to hedge rate increases. They’ve been in business about 70 years with 26 branches. They gave away water bottles to lucky attendees who had a business card under their chair.

We broke for lunch, sponsored by Idaho Central Credit Union. It was a buffet.

We resumed our meeting after lunch with Deborah Silver, Democrat candidate for Idaho State Treasurer. She introduced herself and spoke about why she is running against the incumbent, Ron Crane.

District VI drew door prizes.

Tom Malzahn introduced the NACCTFO President, Sandy Zoubek. Sandy is from Stanton County, Nebraska. It’s in the NE section of Nebraska with a population of 6,129. Idaho has 9 counties that are smaller than Sandy’s. Sandy has been the Stanton County Treasurer for 32 years. She has also been a

past-president of her state association (like our IACT). Nebraska has 93 counties. Her County is a mid-level county in Nebraska. She presented President Pauline with a leather portfolio and a pin from Nebraska. Sandy then gave us a brief explanation on how her County functions, compared to what we’ve been discussing at our conference and what NACCTFO is all about. Dues in NACCTFO are based on population. Ann Frei was on the NACCTFO education committee, but she is retiring, so Sandy asked Donna Peterson to be on the education committee this next year. Sandy handed out retirement certificates to our treasurers: Jenny Fessler (8 years), Janice Lawes (12 years), Ann Frei (16 years), Rose Plympton (16 years), Diane Crawford (24 years), Bonnie Hatch (28 years), and Tom Malzahn (14 years). This represents a total of 120 years of service that is being lost. President Pauline gave Sandy a small gift from our association.

We returned to Committee reports with Dawn Erlewine presenting her report on IAC. The committee met in April at the ICRMP building where IAC will be moving to the second floor. Topics of discussion included the upcoming September conference in Moscow, September 15-17 and promoting National Government Week next April. NACO has a great website with great ideas for this event. One County does a community picnic. They also discussed the scholarship recipients. President Patty had each district raise $200 for the scholarship fund. This was successful. Please contribute to the silent auction items at the September conference. Please fill out the information sheet if you bring a silent auction item; it makes everything go more smoothly. They also discussed the webinar costs. This year there will be a deep reduction in costs. All counties will have access now and the cost is not tied to the number participating from a county. She also announced that ICRMP is working on purchasing the IAC building downtown and keeping it available for meetings. Tony will still keep his office there to lobby our legislature. The meeting space and offices in the ICRMP building will provide greater opportunities for IAC. This is a win-win. The next elected official in IAC will be a prosecuting attorney.

Dawn also reported on District II. They met in Clearwater County last. Conversation focused on tax deed sales; helping Deanna understand some of the issues she was dealing with, and other things. Mentoring between ourselves is a great way to learn. They discussed bill pay and the volume of emails that is increasing tremendously. They have increased the amount of information available on their website to try and alleviate the amount the calls they are receiving lately. She requested that next year’s conference have the committees talk more about what they do so that the new treasurers will better understand what is needed to participate in a committee.

Ellen Masterson’s District I report commented that several treasurers met last fall and reviewed lock box options. The highlight of this committee’s work was to define next years’ conference in Wallace. Packets with conference information were available for pickup. The conference date is August 3-7, 2015. Treasurers are encouraged to book their room quickly, since the Inn only has 58 rooms! Stay tuned for updates throughout the year and on the website, when information is available. Vendors will

receive a letter from Ellen that will include her business card to make sure they have a contact for next year. Contact the Wallace Inn at 208-752-1252. Room rates start at $94 and goes to $106 for 2 queen beds; 2 guests. Other hotels are available. Contact Ellen for more information.

District III, Vicky McIntyre, did not have a report, but commented that they have begun working on the 2016 conference.

Patty Justesen reported for District IV saying that they met in April and ate the Chas turkey.

Tricia Poulsen reported for District V saying they met on July 23rd. She explained the Chas ham story; which eventually ended up at the lake for a BBQ. They talked about tax deed, warrants of distraint, etc. Networking was wonderful. They took a great picture in the lake!

District VI chair, J’lene Cherry, reported that they had met several times in preparation for the conference. They made a trip over to Arco where they ate Chas’ ham and got to see Lori Beck’s new home and started the planning process. They then met in Idaho Falls several times and finished it up by meeting in Salmon. They have had fun working on the conference and that they all worked hard to bring the conference to everyone and they all hoped we were enjoying it.

The next lengthy discussion centered on the By-Laws changes that were emailed to the membership prior to the conference. The changes are the result of many previous meetings. Debbie Kauffmann discussed the changes by page. Dawn asked how we removed NACO, yet we claim to want to be involved in full county government; this has resulted in sending 5 people to conference. The fifth person only gets the registration and 3 nights lodging paid. The airfare and meals are not included. Vicky commented that the NACO registration is very expensive ($495) versus NACCTFO ($150); this more than makes up the difference. When the discussion was completed, the body approved them by motion and vote.

NOMINATIONS AND ELECTIONSTine Wines then announced the slate of candidates and asked for nominations from the floor for the elected position of Association Treasurer. When there were no nominations presented, she moved to accept the full slate of candidates. Debbie Kauffmann seconded the motion. The motion carried by vote.

President Pauline covered a couple of housekeeping issues. Panhandle Bank and Piper Jaffray were missed in the list of sponsors. We thank them for their sponsorship.

District VI conducted door prize drawings.

Sherry moved for the organization to go into an executive session. Barb seconded the motion. It carried by vote. Minutes for this session are not contained here.

The afternoon break was sponsored by ICRMP and Time Value Investments. President Pauline asked us to thank them for this break.

Christian Anderson, Zion’s bank, presented an economic outlook in Cameron Arial’s absence. Cameron recently had a baby, so he’s busy with family issues. Christian gave us his brief biography. He recently moved to Boise this year. He gave us a municipal market update and some regulatory updates. The big regulatory change is a result of the Dodd-Frank law; this distinguishes what it means to function as a municipal advisor. Enforcement of these new municipal rules is controlled by the Securities and Exchange Commission (SEC). The rules on how the municipal bond market will function have been written by the Municipal Securities Rules Board (MSRB). This was completed July 1, 2014. If a person is a municipal advisor, then they cannot also be a broker or underwriter. There are several exemptions that treasurers should become familiar with and the forms that municipal advisors or others may ask for in order to provide advice on the municipal market. Engineers and legal staff may also now be prohibited from giving you advice.

President Pauline realized that we had not officially come out of executive session. She asked for a motion. Gayle made the motion. The motion was seconded and carried by vote.

Laura Twiss presented the budget for 2015 for discussion. Copies were distributed to all attending. Annual dues were at calculated using $150 and conference registration/education to $200. Pauline believes this should be set at $100. The newsletter, website, public relations were combined this year. There is a carryover of $1,627.90 fund in the website fund. This budget will be further discussed and adopted at the September IAC meeting in Moscow.

Donna proposed creating a President’s plaque similar to the one given to the current NACCTFO president to display in their office the year they are the lead person for the organization. The budget would need increased for this additional recognition. Currently the president gets a plaque at the end of their term. This would become a traveling plaque.

If anyone has anything that affects the budget, please contact Laura Twiss prior to the September meeting in Moscow.

We thanked ICRMP and Time Value Investments for sponsoring the afternoon break. Both sponsors spoke for a short time about their business and thanked us for allowing them to participate in our conference. Time Value Investments is a broker/dealer that has clients in the Northwest.

Dinner was sponsored by Wells Fargo Investment Agency with a Dutch oven dinner. A change in dancers was announced.

WEDNESDAY, AUGUST 6TH, 2014President Pauline called the second day to order and introduced Tom Malzahn as the presenter on the Tax Deed Process. Tom actually gave two presentations. The first one covered the “Birth of a Tax Deed”, that was originally created by Laurie Thomas, Kootenai County Chief Deputy. This presentation compared the length of the tax deed process with that of a baby (9 months). Each section of Idaho Statute was referenced and explained. A treasurer would be able to take this presentation and compile a tax deed calendar. The tax deed statute is 63-1005. The presentation even includes examples of the forms used by Kootenai County. Awesome presentation! After Tom finished the tax deed presentation, he went right into “Property Tax 101”. Tom explained that he uses this presentation to talk to constituents in an effort to educate them on taxes. He has been very successful with this presentation. The presentation can be given in 20 to 45 minutes, depending on how much emphasis you give each slide. The gist of the presentation is to show taxpayers that county services are mandated by Idaho Statute and that many other services (generally provided by cities) are discretionary. Each county may be a little different, but the presentation can be used straight off of this one. Both presentations will be posted to the website (IDAHOACT.com) and will be emailed directly to all Treasurers after the conference.

The break was sponsored by Umpqua Bank and Multi Bank Securities.

The “Ask it Basket” was moderated by Dan Chadwick, Jim McNall, and Steve Fiscus. Topics discussed were: posting of fees, warrants of distraint, sharing personal social numbers for County business, public administration appointments, reverse mortgages, UR parcels, tax deed, HOE, etc. Jim commented on several HR issues like random drug testing, Facebook postings by employees, defining public business, etc.

Lunch was provided by Wells Fargo and Point and Pay.

After lunch, US Bank made a presentation on Bill Pay Checks – Tips and Tricks. On the presentation team was Darcy Peart, Jill Dunn, and Jayne Inouye. US Bank provided several flowchart versions to illustrate the bill pay process used by most companies. Then they described a new product being offered called the “cash payer”. These are individuals who don’t have a bank, don’t want a bank, or

can’t get a bank account; they go to places like Wal-Mart, Western Union, etc. and pay cash. The company provides the payment electronically for them. Many problems can occur, however, receipt of payments is much faster through these electronic mediums. Treasurers should talk to their banker to see what electronic options are available to them.

The break was sponsored by Access Idaho and Master’s Touch.

Ginny Campbell then began her educational component of Valuing Differences. This completed our second day of meeting. The meeting adjourned at 5:00 p.m. to allow members time to get ready for the banquet and installation.

Officers were installed using a western theme during the banquet.

THURSDAY, AUGUST 7, 2014This day concentrated on education of the membership. Ginny Campbell presented Emotional Intelligence.

The break was sponsored by Core Logic and Mutual Insurance.

We continued our education on Emotional Intelligence after the break.

Lunch was sponsored by Billing Document Specialists.

An interactive session was moderated by Tracie Lloyd on Electronic Bills. Tracie led off the presentation by sharing what Canyon County has already done to establish electronic tax document. She included language on “terms and conditions” that people agree to abide by when selecting to receive their documents electronically. This is a work in progress, but it will be shared with the membership to route to your own prosecuting attorney’s office. ACI, Masters Touch, and BDS then gave a presentation on their products or an overview of what should be considered when going electronic.

District VI drew for the final two prizes: the quilt and the Surface 2 computer. Pat McCoy won the quilt and Vicky McIntyre won the Surface 2. $1100 was raised for IAC Scholarships by selling chances on these two prizes.

Having no other business, President Pauline gave some closing remarks and read a poem she wrote to summarize her year.

2014 GOODBYES

Eight people are leaving the Treasurer’s rank.

We’re taking this time to give them thanks.

Bonnie has been here twenty-eight years.

Her laid back ways can calm your fears.

Diane is quiet, so listen close.

Her twenty-four years of experience shows.

Rose has been here the past sixteen.

Her wisdom we have often seen.

Jenny joined us and put in eight.

Her sense of humor is really great.

Tom has led on the national scene

And led us all for at least fourteen.

Ann went through chairs in Idaho

And part of her sixteen served NACCTFO.

Janice has grown in her twelve years

And gotten over her speaking fears.

Deanna has been with us for two

And shared with us her point of view.

Forty-four counties make up our state.

Again I say, we are losing eight.

A lot of knowledge going out the door.

Good luck from the rest of the forty-four.

She turned the meeting over the President-elect, Tine Wines. Tine announced the committee compositions for the upcoming year. These will be posted on the website. When all discussion was over, the meeting was adjourned.

Respectfully submitted,

Vicky McIntyreIACT Secretary