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…
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.
10.12.2023
On Friday, November 17th, Patrick W. Wing, CFA, CIPM, and Sam Frymier will be speaking…
10.12.2023
On Wednesday, November 8, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
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On Friday, October 6, Mike Piotrowski, CAIA will be speaking at the 2023 IPPFA MidAmerican Pension Conference in…
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Greg Leonberger, FSA, EA, MAAA, FCA, and Nic Solecki will be speaking at the 69th…
07.11.2023
On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the…
09.14.2023
On Thursday, September 21, David Hernandez, CFA will be speaking at the 2023 Diversity…
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