David H. Smith Speaking at NAST 2023 Treasury Management Training Symposium 6/14

April 27, 2023

On Wednesday, June 14, David H. Smith, CFA will be speaking at the National Association of State Treasurers’ 2023 Treasury Management Training Symposium (TMTS) in Portland, Oregon.

Dave will be speaking on a panel entitled, “Cover Your Assets – Educate and Engage Your Board.” The session will explore the various oversight roles boards can, do, and even should play in 529 plans by addressing fiduciary duties of the board and how to fulfill those duties, board engagement in plan activities, and questions boards can ask to ensure they are providing adequate oversight.

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

Related Content

10.12.2023

Patrick Wing and Sam Frymier Speaking at PSACC Fall Conference 11/17

On Friday, November 17th, Patrick W. Wing, CFA, CIPM, and Sam Frymier will be speaking…

10.12.2023

Patrick W. Wing Speaking at PAPERS’ Fall Conference 11/8

On Wednesday, November 8, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…

09.25.2023

Mike Piotrowski Speaking at 2023 IPPFA MidAmerican Pension Conference 10/6

On Friday, October 6, Mike Piotrowski, CAIA will be speaking at the 2023 IPPFA MidAmerican Pension Conference in…

07.11.2023

Greg Leonberger and Nic Solecki Speaking at IFEBP 2023 Conference 10/2

Greg Leonberger, FSA, EA, MAAA, FCA, and Nic Solecki will be speaking at the 69th…

07.11.2023

Marquette Speaking at RCRI 2023 Annual Conference 9/28

On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the…

09.14.2023

David Hernandez Speaking at Illinois Treasurer’s 2023 Diversity in Investments Forum 9/21

On Thursday, September 21, David Hernandez, CFA will be speaking at the 2023 Diversity…

More updates

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >