01.23.2026
William Torre Speaking at 2026 IUPAT Professionals Forum 2/16
On Monday, February 16, William Torre, Jr., CFA, CAIA will be speaking at the 2026 IUPAT Professionals…
On Tuesday, July 23, Patrick W. Wing, CFA, CIPM and Sam Frymier will be speaking at the Pennsylvania State Association of Country Controllers’ (PSACC) 2024 Annual Conference in York, PA.
Pat and Sam will be presenting a session entitled, “Tales from the Road: A Consultant’s Perspective.” The annual conference gives controllers, deputies, and their solicitors the opportunity to participate in roundtable discussions and receive training on various topics related to the responsibilities of the controller’s office and county government. For more information, visit the PSACC website.
01.23.2026
On Monday, February 16, William Torre, Jr., CFA, CAIA will be speaking at the 2026 IUPAT Professionals…
12.12.2025
Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas, Texas on March…
12.08.2025
On March 4 and 5, Ryan P. Tracy, CFP® and Frank Valle, CFA, CAIA will…
01.07.2026
On Tuesday, February 3, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
01.05.2026
Lee H. Martin, Ph. D. and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking…
06.30.2025
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