07.01.2026
Sarah E.R. Wilson Speaking at PSACC 2026 Annual Conference 7/28
On Tuesday, July 28, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County…
On Monday, February 16, William Torre, Jr., CFA, CAIA will be speaking at the 2026 IUPAT Professionals Forum hosted by the Painters and Allied Trades Labor Management Cooperation Initiative (LMCI) in Las Vegas.
Billy will be presenting as part of a session entitled, “Vendor Management and Third-Party Oversight” at the Forum, described as follows: Your service providers operate in a changing and dynamic marketplace that is impacted by venture capital, mergers and acquisitions, technology and changing consumer demand. Learn how this impacts your fiduciary duties and liability when you outsource to recordkeepers, TPAs, custodians, investment managers, and other service providers. Take away a framework for addressing due diligence, contract drafting, ongoing monitoring, ethical issues, and lessons learned.
For more information, please visit the event website.
07.01.2026
On Tuesday, July 28, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County…
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
05.26.2026
On Thursday, June 18, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
05.26.2026
On Tuesday, June 16, Eric Gaylord, CFA will be speaking at the 2026 Treasury Management Training Symposium…
05.26.2026
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
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