Texas Public Funds Investment Conference

November 7 - 8, 2019

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

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.

Westin Hotel Houston, Memorial City
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.

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. TBD
9:35-9:55 a.m. Break (Foyer)
9:55-10:45 a.m. Strategies for a Changing Market
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. How I Learned to Stop Worrying and Love Losses
No topic seems to tongue-tie a public fund portfolio manager faster than having to explain, defend or rationalize why a portfolio reported a loss on its financial statements. This session coaches attendees in how to respond when concerns arise over the rise of a mark-to-market loss.
Mr. Benjamin Finkelstein, Managing Director/Public Funds, Cantor Fitzgerald
1:55-2:45 p.m. What's the Difference Between the Various Local Government Pools
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. TBD
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)
Mr. Steve Landis, Development Corporation of Israel
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 Pending
PFIA Pending
CPA/Auditors Pending
Commissioners Pending
County and District Clerks Pending
Tax Assessor-Collectors Pending
Treasurers Pending

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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