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 Friday, February 16, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2024 New Controller Workshop in Carlisle, PA.
Patrick will be presenting “Fiduciary Role & Responsibilities” to conference attendees, covering fiduciary obligations, 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.
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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