Conference of the County Investment Academy

Welcome Reception (Triangle Ballroom)
Here’s a great opportunity to network with fellow attendees over beverages and hors d’oeuvres.

Banking – Looking Behind the Curtain
We all have a banking relationship, but do we understand why banks do what they do? At the end of the day, they are all the same — yet they are all different. We’ll talk bank shop — products and services — and how they relate to counties and their banking relationships.
Mr. Tim Kreitzer, Senior Vice President Government Banking, Allegiance Bank

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 costs and benefits to employing strategies outside of a cash flow or asset-liability-based method. The session will also discuss appropriate investing techniques based on asset/liability management and steps to develop an appropriate, long-term strategy for a public institution.
Mr. Jason Klinghoffer, CFA, Director, Debt Capital Markets, Mischler Financial

The Speculation Miscalculation (continued)
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 costs and benefits to employing strategies outside of a cash flow or asset-liability-based method. The session will also discuss appropriate investing techniques based on asset/liability management and steps to develop an appropriate, long-term strategy for a public institution.
Mr. Jason Klinghoffer, CFA, Director, Debt Capital Markets, Mischler Financial

The Thief In Your Organization
This presentation will go over the impact of fraud within an organization and cover how to detect and deter it. 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 within their organization.
Ms. Missy Pope, Founder and Principal, Pope Consulting

Welcome Reception (Triangle Ballroom)
Here’s a great opportunity to network with fellow attendees over beverages and hors d’oeuvres.

The Common Financial Threats & Risks – Cyber and Privacy Risk Management in Managing County Public Funds!
In today’s financial landscape, do you know some of the common Cybersecurity and Privacy risks your office may face? This session will provide an overview of some common risks, threats and how to manage and mitigate them with some cyber security and privacy best practices.
Mr. Jonathan Turner, Associate Director, IT Services, Texas Association of Counties

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

What's Up With the Banks?  They don't want me!
Many public entities are getting only one bank bid currently. The reasons behind it will affect every public entity until we get totally over the impact of COVID-19 and the stimulus. This session discusses why and how you may want to adjust your thinking and banking.
Ms. Linda Patterson, President, Patterson & Associates

Public Funds Investing: Trivia Game
Come prepared to use your knowledge of public funds investing with this interactive quiz game. Bring you’re A-game to compete in multiple choice questions that are designed to test your knowledge of investment risks, controls and compliance with the Public Funds Investment Act. In addition to bragging rights, the top three winners will receive cool prizes.
Mr. Greg Warner, Senior Portfolio Manager, Director, Hilltop Securities Asset Management
Ms. Kathryn Perry, Senior Vice President, Raymond James

Recognition Luncheon (Quarter/Palomino/Arabian)
All conference attendees are invited to this special luncheon honoring those who have pursued excellence in investment education for five, 10, 15, 20 and 25 years. Those who completed the Basics of County Investments Course in 2020 and 2021 and are new members of TAC’s County Investment Academy will also be recognized.

Presenting With Credibility and Composure
You’re faced with informing financial decision-makers to achieve sound public policy. Are you confident in your ability to present facts and figures that make sense? Does your information tell a positive story? Or do you have some bad news to deliver? Are you calm? Or do you dread this presentation?
This session will focus on:
• Crafting a narrative with numbers
• Portraying data with clarity and precision
Ms. Christina Moore, Lecturer, Texas State University

Municipal Debt & Securities 101
This session will cover the process of issuing municipal debt and securities, debt instruments and options available to Texas counties, and recent and upcoming legislative changes that have important implications for the sector.
Mr. Adrian Galvan, COO & Managing Director, Tijerina Galvan Lawrence LLC
Ms. Esther Young, Senior Consultant, Tijerina Galvan Lawrence LLC

The Evolution of the Money Market Fund
This presentation will provide a brief history of the money market fund industry past and present as well as a discussion of anticipated changes coming in the next round of reform.
Mr. Christopher Mercy, Portfolio Manager, JP Morgan Asset Management

Economic Update
Hear the latest on the economy and what important events are on the horizon.
Dr. William Chittenden, CTP, 2020-2021 Presidential Fellow, Associate Dean for Graduate Programs, McCoy College of Business Administration, Texas State University

Making Sense of Zero Interest Rates
This session explores the causes of zero/negative interest rates and the consequences for investors and the economy.  
Dr. Holland Toles, CFA, Department of Finance and Economics, McCoy College of Business Administration, Texas State University

It Ain't Your Grandpappy's Payment Fraud Any More!
This session focuses on cybercrime and payment fraud, and how to prevent losses.  Topics include ransomware, BEC and VEC scams, check fraud, ACH fraud, as well as specific strategies to prevent losses.
Mr. Greg Litster, President, SAFEChecks

It Ain't Your Grandpappy's Payment Fraud Any More! (continued)
This session focuses on cybercrime and payment fraud, and how to prevent losses.  Topics include ransomware, BEC and VEC scams, check fraud, ACH fraud, as well as specific strategies to prevent losses.
Mr. Greg Litster, President, SAFEChecks