09.14.2024
Patrick W. Wing Speaking at PAPERS’ Fall Conference 11/13
On Wednesday, November 13, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
On Wednesday, June 14, Dave. 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.
09.14.2024
On Wednesday, November 13, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
10.01.2024
On Friday, November 22, Patrick W. Wing, CFA, CIPM, and Sarah E.R. Wilson will be…
10.02.2024
On Wednesday, October 30, Frank Valle, CFA, CAIA, and Evan Frazier, CFA, CAIA will be…
09.23.2024
On Monday, October 28, Patrick W. Wing, CFA, CIPM will be speaking at the Annual Joint Controller’s…
07.17.2024
On Wednesday, October 9, Nat Kellogg, CFA, Dave Smith, CFA, Greg Leonberger, FSA,…
09.25.2024
On Wednesday, October 2, Linsey Schoemehl Payne will be speaking at the 2024 Diversity in Investments Forum…
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