A G E N D A
Money Management Council
Thursday December 18, 2025
Anchor location: 350 North State Street, Suite 180
Teleconference Via Google Meets
3:00 p.m.
1. Approval of the minutes of the September 18, 2025 meeting
2. Review and accept monthly and quarterly reports from:
a. Division of Securities
b. Department of Financial Institutions
i. Monthly & Quarterly reports
ii. Review forms for allotments
c. Deposit and Investment report update
3. Continue review of 628-11
4. Five year review of 628-12, 628-13, 628-16 and approve
5. Other business as needed
6. Schedule next meeting and adjourn
**Note: Council members may be in attendance via Google meets at:
Video call link: https://meet.google.com/asy-bzbv-xmz
Or dial: (US) +1 937-947-8222 PIN: 315 646 068 #
The public is welcome to attend either electronically or at the anchor location.
Scott Burnett, Chair Mark W. Packard, Vice Chair Chip Dawson Sheila Srivastava Scott Kellner
Raymond James Utah Branch Central Bank South Jordan City Salt Lake County Zions Wealth Management
95 South State St, STE 2180 75 N University Ave. 1600 W. Towne Center Drive 2001 S. State Street, N1-200 1 South Main Street, 12th FL
Salt Lake City, UT 84111 Provo UT 84601 South Jordan, UT 84095 Salt Lake City, UT 81190 Salt Lake City, UT 84133
Phone (801)-736-6180 Phone (801)-655-2153 801-253-5203 ext. 1381 Phone 385-468-8304 Phone 435-659-9195
scott.r.burnett@raymondjames.com packardm@cbutah.com cdawson@sjc.utah.gov ssrivastava@saltlakecounty.gov scott.kellner@zionsbancorp.com
Notice of Special Accommodations (ADA)
In compliance with the Americans with disabilities Act, individuals needing special accommodations during this meeting should notify sto@utah.gov 801 538-1042.
Notice of Electronic or Telephone Participation
One or more Members of the Authority may participate via telephonic conference originated by the Chair, and the meeting shall be an electronic meeting, and the anchor location shall be the offices of the State Treasurer set forth above, within the meaning
Other Information
*** The audio recording for this MMC meeting failed to record. ***