Investment Policy Certificate of Excellence AwardCity of Dubuque
City Council Meeting
Action Items # 03.
Copyrighted
July 17, 2023
ITEM TITLE: Investment Policy Certificate of Excellence Award
SUMMARY: City Manager transmitting the notification of the City of Dubuque
receiving the Association of Public Treasurers of the United States &
Canada's 2023 Investment Policy Certificate of Excellence Award for the
City's comprehensive investment policy.
SUGGESTED Suggested Disposition: Receive and File
DISPOSITION:
ATTACHMENTS:
Description Type
MVM Memo City Manager Memo
Staff Memo Staff Memo
Certificate of Excellence Supporting Documentation
Press Release Supporting Documentation
THE C
DUUB--'&-FE
Masterpiece on the Mississippi
TO: The Honorable Mayor and City Council Members
FROM: Michael C. Van Milligen, City Manager
SUBJECT: Investment Policy Certificate of Excellence Award
DATE: July 10, 2023
Dubuque
All -America City
ii
2007-2012.2013
2017*2019
Chief Financial Officer Jennifer Larson is transmitting the notification of the City of
Dubuque receiving the Association of Public Treasurers of the United States &
Canada's 2023 Investment Policy Certificate of Excellence Award for the City's
comprehensive investment policy.
k�4
Mic ael C. Van Milligen
MCVM:jh
Attachment
CC' Crenna Brumwell, City Attorney
Cori Burbach, Assistant City Manager
Jennifer Larson, Chief Financial Officer
THE CITY OF
DUB E
Masterpiece on the Mississippi
TO: Michael C. Van Milligen, City Manager
FROM: Jennifer Larson, Chief Financial Officer
SUBJECT: Investment Policy Certificate of Excellence Award
DATE: July 10, 2023
Dubuque
All -Anew CN
2007-2012.2013
2017*2019
The City of Dubuque has been awarded its 2nd Association of Public Treasurers of the
United States & Canada's 2023 Investment Policy Certificate of Excellence Award for
the City's comprehensive investment policy.
The Certificate of Excellence demonstrates the City's commitment of maintaining
professional standards established to ensure prudent management of public funds.
JML
Enclosures
Cc: Randy Gehl, Public Information Officer
4'r C—
V
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Association of Public Treasurers
of the United States and Canada
June 26, 2023
Jennifer Marie Larson, Chief Financial Officer
and Mike Van Milligen, City Mangaer
City of Dubuque
50 West 13th Street
Dubuque, Iowa 52001
Dear Ms. Larson and Mr. Van Milligen:
The Association of Public Treasurers of the United States & Canada (APT US&C) is pleased to
share with you that the City of Dubuque, Iowa has successfully passed national certification for
the City's Investment Policy. We are pleased to award you with the 2023 Investment Policy
Certificate of Excellence Award for your commitment in establishing a comprehensive
Investment Policy.
Your plaque will be mailed to you in the coming weeks to proudly display in your office as a
testament to your commitment to your profession and your community. We hope you continue
display your award with great pride in knowing how hard you worked to earn the Investment
Policy Certification.
Once again, Congratulations!
Sincerely,
L
Roger Wisecup, CPA, CPFA, ACPFIM
Investment Policy Certification Committee Chairperson
www.aptusc.org
Post Office Box 591 • Tawas City, MI 48764-0591 • info@aptusc.org • (p) 989-820-5205
P
EXECUTIVE BOARD
JULIE SILBERNAGEL
PRESIDENT
TRICIA WIGGLE-BAZZY
PRESIDENT ELECT
VICKI KITCHEN
VICE PRESIDENT
HEATHER GALE
TREASURER
ERIN CRAWFORD
SECRETARY
CLINT LICHTENWALTER
IMMEDIATE PAST
PRESIDENT
DIRECTORS
PETER GRAY
CHARRI LARA
VERNON LEWIS
DAVID SEIFERT
LAURIE SHELDON
SALVATORE TALARICO
RON VANDER BAND
ADVISOR
MICHAEL PETTIGREW
ASHLEY VANDEBURGH
PARLIAMENTARIAN
LINDSEY GRIGG-MOAK
HISTORIAN
BLINDA BAKER
Association of Public Treasurers
of the United States and Canada
June 26, 2023
PRESS RELEASE
Contact Information:
Shelley Buresh, APT US&C Executive Director
Shelley@aptusc.org; 989-820.5205
City of Dubuque, Iowa Recognized for National Certification Achievement
The City of Dubuque, Iowa was recently awarded national certification for their Investment
Policy from the Association of Public Treasurers of the United States and Canada (APT
US&C).
Jennifer Larson, the City's Chief Financial Officer, recently submitted the policy for review
and national certification consideration to demonstrate the City's commitment of
maintaining professional standards they have established to ensure prudent management
of public funds.
The APT US&C has a comprehensive policy review process with numerous public and
private sector reviewers who score policies based on 16 policy components including
delegation of authority, ethics and conflict of interest, authorized financial institutions,
safekeeping/custody, diversification, internal controls, performance standards and much
more.
APT US&C is a national organization formed in 1967. It was founded to support public
treasury managers, financial officers, and private sector representatives with quality
treasury management education and training, professional certifications and peer
networking opportunities to strengthen their commitment to public service.
Additional information on APT US&C can be found at www.APTUSC.org.
www.aptusc.org
Post Office Box 591 • Tawas City, MI 48764-0591 • info@aptusc.org • (p) 989-820-5205