Texas Public Funds Investment Conference

November 7 - 8, 2019

Westin Hotel Houston, Memorial City
945 Gessner Rd
Houston, TX 77024

Thank you for your interest in the Texas Public Funds Investment Conference. Online registration has closed, but you may still register onsite. For more information, contact Deanna Auert or Nino Miranda at (800) 456-5974.

Education Co-Sponsor: McCoy College of Business Administration at Texas State University

The Texas Public Funds Investment Conference helps you piece together the puzzle of your county's investment options. Experts from the financial industry discuss the influences on the current economy and timely trends in investing. This training is open to all county officials and staff who want to learn more about county investment operations.


Participants successfully completing this conference can:

  • Gain a more in depth understanding of the various local government pools;
  • Review the basics of accounting for investments permitted under the PFIA;
  • Discuss cybersecurity and the current attack trends used by hackers and fraudsters; and
  • Analyze factors influencing the U.S. Economy.


The McCoy College of Business Administration at Texas State University is the conference's education co-sponsor. There are no pre-requisites required to attend this program.

The conference presents 10 hours of investment education required by the Public Funds Investment Act: Section 2256.008. Ten hours of continuing education credit are available for Public Funds Investment Act Compliance and members of the County Investment Academy. Credit approval is pending for commissioners, county and district clerks, tax assessor-collectors, treasurers, auditors and CPAs.


The County Investment Academy is a partnership between the Texas Association of Counties and the McCoy College of Business Administration at Texas State University to work together in the planning of educational programs for county officials and employees.

  • Membership in the Academy is acquired through completion of the Basics of County Investments Course
  • Fifteen Academy hours per calendar year are required to maintain membership, with five outside hours and five carryover hours allowed per year.


The Texas Public Funds Investment Conference is open to anyone who wants to learn about investing public funds. Please register by Oct. 16 to enjoy the early bird discount. For more information, call Deanna Auert or Nino Miranda in the TAC Education Department at (800) 456-5974.

Registration Fees Early After Oct. 16
County officials and employees $160 $185
City, school or special district $215 $240
Non-government $500 $500


To ensure that our conference is ADA accessible to all, please contact Deanna Auert or Nino Miranda at (800) 456-5974 if you need assistance.

Host Hotel Room Cancellations

If you have a room reservation at the host hotel and you need to cancel the reservation, please do not cancel directly with the hotel. Contact Deanna Auert to cancel your host hotel room reservation. This will help move fellow attendees off of the wait list.

Westin Hotel Houston, Memorial City (HOST HOTEL FULL)
945 Gessner Rd
Houston, TX 77024
(800) 937-8461

The host hotel is the Westin Houston, Memorial City, 945 Gessner Rd., near Memorial City Mall. To receive the $125 single/double conference room rate, call (800) 937-8461 and ask for the (TAC 2019 Texas Public Funds Investment Conference) room block. Or click here to reserve your room online. Self-parking is available at the hotel at $15 per night.

Please reserve your hotel room before the group rate cutoff of Oct. 16, after which availability and rates are no longer guaranteed.

Overflow Hotel
Candlewood Suites Houston CityCentre I-10 West
10503 Town & Country Way
Houston, TX 77024

To receive the group rate of $104 for the Studio Suite or $124 for the larger, One Bedroom Suite, please contact Madison Vaughan and cc Jennifer Davila with your reservation details so they may book your reservation with the special discount.

The Candlewood Suites is 1.1 miles from the Westin Hotel and are within walking distance to CityCentre Plaza with dozens of amazing dining and shopping options. The Candlewood Suites also offers complimentary Wi-Fi and parking.

If you would like to be put on the waiting list for a room at the Westin Hotel, please contact Deanna Auert.

Thursday, Nov. 7
5:15 p.m. Reception
Thursday, Nov. 7
7:30 a.m.-4:30 p.m. Registration and Information Desk (Foyer)
7:30-8:30 a.m. Morning Coffee and Continental Breakfast (Foyer)
Wisteria Ballroom
8:30 a.m. Welcome
8:45-9:35 a.m. Fraud and Fraud Filters
Ms. Sandy Sullivan, CFE, Senior Vice President | Fraud Managment, Frost Bank
9:35-9:55 a.m. Break (Foyer)
9:55-10:45 a.m. Strategies for a Changing Market
Tweets, Geopolitical Events and Federal Reserve Meetings are driving /dictating the markets. In a year that most investors anticipated a higher rate environment, the shock of rate cuts have created deficits in budgets. How do you explain this phenomenon with the resilience of the strong US jobs market and overall economy? Join Ellis Phifer as he shares strategies to optimize portfolio performance as well as few tools and resources available make the most of the low interest rate environment.
Mr. Ellis Phifer, CFA, CMT, Managing Director and Fixed-Income Strategist, Raymond James
10:45-11:35 a.m. Municipal Bonds 101 – Exploring Primary Market Issuance
Providing an overview on the municipal bond market from the perspective of primary issuance. Will discuss key concepts, bringing a transaction to market, investor types, recent tax law changes and introductory bond math.
Ms. Lorraine Palacios-Germain, Managing Director, Ramirez & Co., Inc.
11:35 a.m.-1:05 p.m. Lunch (on your own)
1:05-1:55 p.m. The Speculation Miscalculation
This session will review some of the behavioral biases that portfolio managers exhibit when making investment decisions during different market cycles. We will examine the impact of these traits on portfolio performance and show the cost/benefit to employing strategies outside of a cash flow or asset liability based method. The session will also discuss appropriate investigating techniques based on ALM and steps to develop an appropriate, long-term strategy for a public institution.
Mr. Jason Klinghoffer, CFA, Director, Debt Capital Markets, Mischler Financial
1:55-2:45 p.m. Understanding Investment Pools
Are all investment pools the same? Things to understand about the differences before jumping in will be discussed in this session.
Ms. Susan Anderson, Valley View Consulting, LLC
2:45-3:05 p.m. Break (Foyer)
3:05-3:55 p.m. Investment Accounting
During this session we will review the basics of accounting for investments permitted under the Public Funds Investment Act. We will touch on the process of actively investing county funds and how to properly document and record investments made.
Ms. Emily Upshaw, Associate, Valley View Consulting, LLC
3:55-4:45 p.m. Investment Best Practices - Interactive Game
In a fun, interactive game, we will review a broad spectrum of what finance and treasury management professionals must deal with on a daily basis. Make sure you come ready to play!
Mr. Nathan Smith, Senior Managing Consultant, PFM Asset Management LLC
5-6:30 p.m. Reception
Here's a great opportunity to network with fellow attendees over beverages and hors d'oeuvres.
Friday, Nov. 8
7:30-11 a.m. Registration and Information Desk (Foyer)
7:30-8:30 a.m. Morning Coffee and Continental Breakfast (Foyer)
Wisteria Ballroom
8:30-9:20 a.m. Economic Update
Hear the latest on the economy and what important events are on the horizon.
Mr. William Chittenden, Ph.D., CTP, Associate Dean for Graduate Programs, McCoy College of Business Administration, Texas State University
9:20-10:10 a.m. Authorized Investments: Off the Beaten Path
In this session, we will explore several authorized investments that might be used to diversify your portfolio and enhance your return, including non-Texas Muni's, Mortgage Backed Securities, Bond Mutual Funds and Israel Bonds.
Mr. Samuel Vaughan, Vice President, Financial Northeastern Companies (FNC)
10:10-10:30 a.m. Break (Foyer)
10:30-11:20 a.m. The Thief In Your Organization
This presentation will go over the impacts of fraud within an organization and cover how to detect and deter fraud. The presentation also includes several case examples, including current trends in the fraud industry. At the end of this session attendees should be able to identify high risk areas for fraud within their organization and learn how to deter fraud.
Ms. Missy Pope, MBA, CFE, CCA, Founder and Principal, Pope Consulting
11:20 a.m. Closing remarks and adjourn

*Agenda subject to change.

For information on sponsorship opportunities, please click here or contact Deanna Auert.

The McCoy College of Business Administration at Texas State University is the education co-sponsor of the 2019 Conference of the County Investment Academy.

Continuing Education Type Hours
County Investment Academy 10
CPA/Auditors 10
Commissioners 10
County and District Clerks Pending
Tax Assessor-Collectors Pending
Treasurers 10

All cancellation and refund requests must be received in writing (fax or email acceptable). Refunds requested before October 16 are subject to a $10 processing fee. Refunds after October 16 will be subject to an administrative fee equal to one-half of the registration fee. No refund requests will be honored after November 22. Please email Nino Miranda or fax (512) 477-1324 to cancel your conference registration.

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