09.10.2025
Chris Caparelli and Evan Frazier Speaking at Stark Community Foundation Event 10/30
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
On Thursday, April 18, Lee H. Martin, Ph.D. Patrick W. Wing, CFA, CIPM, and Matt Nowak, AIF® will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2024 Spring Conference in State College, Pennsylvania.
The group will be presenting, “457(b) Plans: Best Practices, Recent Legislation, and Retirement Planning,” an overview of retirement plans, board governance and best practices, how participants should approach retirement planning, recent legislation, and a case study example. The PSACC spring conference gives controllers, deputies, and their solicitors the opportunity to receive training on various topics related to the responsibilities of the controller’s office and county government. For more information, please visit the PSACC website.
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
06.30.2025
09.30.2025
On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
10.14.2025
On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking…
06.30.2025
On Monday, September 29, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
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