01.05.2026
Marquette Speaking at KORIED 2026 Plan Sponsor Educational Institute 1/20–23
Lee H. Martin, Ph. D. and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking…
On Tuesday, February 3, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2026 New Controller Workshop in State College, PA.
The two will be presenting “Fiduciary Role & Responsibilities” to conference attendees, covering fiduciary obligations for new Controllers, including the role of a fiduciary, retirement board responsibilities, resources to assist Controllers, and key information within an investment policy statement and investment performance report. This workshop invites newly elected county controllers and their deputies to meet with members of the controllers’ association and receive training focused on the duties of the controller. For more information, please visit the PSACC website.
01.05.2026
Lee H. Martin, Ph. D. and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking…
06.30.2025
11.24.2025
On Tuesday, January 6, Tom Latzke, CAIA will be speaking at Opal Group’s Public Funds Summit 2026…
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
10.31.2025
On Wednesday, November 12, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
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