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 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.
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…
02.04.2025
On Tuesday, February 11, Brian Wrubel will be speaking at the 2025 Advanced Trustees and Administrators Institute…
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