05.26.2026
Patrick W. Wing Speaking at Maryland GFOA 2026 Summer Conference 6/11
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
On Wednesday, May 22, Dave Smith, CFA will be speaking at the National Association of State Treasurers 2019 Treasury Management Training Symposium in Providence, Rhode Island.
As a public funds expert, Dave will be presenting as part of the “ABLE Investment Design – Did We Get it Right?” panel with several other investment professionals. The panel will explain the structure of ABLE plan investment options available, including an industry snapshot of current investment offerings and in-depth data on uptake and usage, the thought processes behind initial investment option construction, and how plans meet the goals of account beneficiaries while identifying potential enhancements going forward.
The National Association of State Treasurers (NAST) provides advocacy and support that enables member states to pursue and administer sound financial policies and programs benefiting the citizens of the nation. The annual Treasury Management Training Symposium brings together state finance officials, their staff, and finance professionals to discuss matters of mutual concern, as well as exchange information regarding best practices and innovative policies.
For more information, please visit the event webpage.
05.26.2026
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
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 18, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
03.30.2026
On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
04.20.2026
On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
03.30.2026
On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…
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