04.17.2025
Luis Sierra Speaking at NAST 2025 Treasury Management Training Symposium 6/3
On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium…
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.
04.17.2025
On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium…
04.09.2025
On Wednesday, April 23, Sarah E.R. Wilson and Brad Hampton will be speaking at the Pennsylvania…
04.03.2025
On Tuesday, April 8, Kweku Obed, CFA, CAIA will be speaking at COLAB Connects’ Capital Connection: Spotlight on Small and…
03.20.2025
On Thursday, March 27, Christopher Caparelli, CFA and Jessica Noviskis, CFA will be speaking at the…
01.31.2025
On Tuesday, March 25, Sam Frymier will be speaking at the Georgia Association of Public Pension Trustees (GAPPT)’s…
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On Tuesday, February 11, Brian Wrubel will be speaking at the 2025 Advanced Trustees and Administrators Institute…
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