David H. Smith Speaking at NAST 2021 Virtual Treasury Management Training Symposium 5/12

May 07, 2021

On Wednesday, May 12th, David H. Smith, CFA will be speaking at the National Association of State Treasurers’ 2021 Virtual Treasury Management Training Symposium.

Dave will be speaking on a panel entitled, “Investment Trends: Keeping Fiduciary Duties at the Forefront,” with several industry professionals. The session will address 529 plan stewardship considerations from a variety of perspectives, including evaluating financial and nonfinancial factors, cost considerations, and market inefficiencies, and will conclude with best practices for prudent plan sponsor oversight.

The National Association of State Treasurers (NAST) serves as the nation’s foremost authority for responsible state treasury programs and related financial practices, policies, and education. For more information, please visit the event webpage.