05.26.2026
Patrick W. Wing Speaking at Maryland GFOA 2026 Summer Conference 6/11
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
On Monday, July 21, Frank Valle, CFA, CAIA will be speaking at the Association of Public Treasurers of the United States & Canada (APT US&C) 59th Annual Conference in Oak Brook Hills, Illinois.
Frank will be co-presenting an Economic Update with Erin Slone, Deputy Director of Illinois Funds for Outreach, described as follows: Navigate today’s complex economic landscape with insights from experts at Marquette Associates, investment consultant to the Illinois State Treasurer’s Office, who will examine the implications of current economic volatility, evolving trade policies and tariffs, geopolitical conflicts, and employment trends on municipal investment portfolios. Our session will cut through market noise to provide clear analysis of how these macroeconomic forces directly impact local government treasury operations and investment strategies. Attendees will also discover comprehensive treasury management tools and investment solutions offered by the Illinois State Treasurer’s Office, designed specifically to help municipalities safeguard and optimize their financial resources during uncertain times.
The Association of Public Treasurers of the United States and Canada was founded in 1965 and represents public treasury and finance officials in local, county, and state/provincial governments throughout North America. The Association’s mission is “to provide quality treasury management education and training, professional certification, peer interaction, and professional connection opportunities for public treasury and financial officials.” For more information, please visit the conference webpage.
05.26.2026
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
05.26.2026
On Tuesday, June 16, Eric Gaylord, CFA will be speaking at the 2026 Treasury Management Training Symposium…
05.26.2026
On Thursday, June 18, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
03.30.2026
On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
04.20.2026
On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
03.30.2026
On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…
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.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >