Application

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Mail Application to:
Phillips Award Sub-Committee
APT US & C
7044 S 13th Street
Oak Creek, WI 53154

SUBMISSIONS MUST BE RECEIVED NO LATER THAN July 1.

Applications are confidential. For more information regarding the Phillips Award, please contact:

(414) 908-4947

Criteria

I. PURPOSE

The Phillips Award, instituted in 1980, was designed to annually recognize one APT US & C member for professional leadership in and significant contribution to professional treasury management. The purpose of the Phillips Award, which is the Association’s most honored award, is to encourage development of innovative programs in public finance.

II. NOMINATIONS

All active APT US & C members are eligible for nomination. Nominations may be made by a state or provincial APT, a public body, other active APT US & C members, or through self-nomination. As the Phillips Award is presented at the APT US & C Annual Conference, individuals either self-nominated or aware of their nomination by another party are strongly encouraged to attend the conference.

III. CRITERIA FOR THE AWARD

The Phillips Award Committee is responsible for evaluating nomination submissions. The Committee is chaired by the most recent recipient of the Phillips Award and is comprised of three or more long-standing APT US & C members. Committee members independently evaluate candidates, and combine evaluations to determine the Award winner. The following are the criteria by which nomination submissions are judged:

  • Practicality, originality, and cost efficiency of the innovation(s).
  • Value to the government, both present and future.
  • Value to the treasury management profession.
  • Clarity of presentation.
  • Other considerations, such as timeliness of innovation(s), may contribute to the Committee’s final decision.
IV. GUIDELINES FOR SUBMISSION

Submissions must include a brief professional biography (form provided) with a resume (optional), and a submission statement (on separate paper) explaining the nominee’s professional accomplishments for which the Phillips Award is recommended.

All submission statements should:

  • Describe in detail the treasury problems which innovations were designed to address.
  • Describe the innovations themselves, using any necessary supporting documentation.
  • Indicate the methods by which the innovations were implemented, and why these methods were appropriate to the context of the government and its citizenry.
V .PAST PHILLIPS AWARD RECIPIENTS
  • 1980 John G. DePalma Portland, ME
  • 1981 J. Lowell Young Murray, UT
  • 1982 Earl R. Hoenes Austin, TX
  • 1983 Warren J. Hirschinger West Allis, WI
  • 1984 Lu Herrera Culver City, CA
  • 1985 Mary E. Turner Anaheim, CA
  • 1986 Dale Hartgerink Kalamazoo, MI
  • 1987 Jack Cross III Cleveland, OH
  • 1988 Carl Levi, CMFA Chattanooga, TN
  • 1989 Cleora Rawlins Brigham City, UT
  • 1990 Linda Patterson, CMFA Fort Worth,TX
  • 1991 Lloyd Hara Seattle, WA
  • 1992 Barbara Steckel, CMFA Riverside, CA
  • 1993 George Khtaian, CMFA Anacortes, WA
  • 1994 Roman Gronkowski, CMFA Southfield, MI
  • 1995 Mary Ulrich, CMFA Peoria, IL
  • 1996 Evelyn Radel, CMFA Barstow, CA
  • 1997 Kris Tompkins, CMFA Port Orchard, WA
  • 1998 Tony Davenport, CMFA Westhersford,OK
  • 1999 Frank O'Leary Arlington County, VA
  • 2000 George Friedel St. Petersburg, FL
  • 2001 Jack Krise CPFA Parma, OH
  • 2002 Keith Sawdon CPFA Oakland County, MI
  • 2003 Mike Murphy Olympia, WA
  • 2005 Pat Dohany, CPFA Oakland County, MI
  • 2006 Ronald Koller, CPFA Murray City, UT
  • 2007 Jeffrey Cyphert, CPFA Grand Blanc, MI
  • 2008 Kent Rock, CPFA Boise, ID
  • 2009 Dana J. Kavander, CPFA, CPFIM Berea, OH
  • 2010 James A. Bell, CPFA, CPFIM, Vandalia, OH
  • 2011 Anthony Francisco, CPFA, CPFIM, Norman, OK