Texas Public Funds Investment Conference

November 9 - 10, 2023

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

For more information, contact Deanna Auert or Amy Lawson at (800) 456‑5974.

Education Co-Sponsor: McCoy College of Business 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 members who want to learn more about county investment operations.


The McCoy College of Business at Texas State University is the conference's education co-sponsor. No prerequisites are 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 for 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 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. 13 to enjoy the early bird discount. Visit TAC's website at www.county.org/tpfic to register online. For more information, please contact Deanna Auert or Amy Lawson in the TAC Education and Events Services department at (800) 456‑5974.


Registration Fees Early Bird After Oct. 13
County officials and employees $185 $235
City, school or special district $240 $290
Nongovernment $500 $550
*TAC now accepts credit cards for the registration fee online at www.county.org/tpfic.


For information on sponsorship opportunities, please contact Deanna Auert.


To ensure that our conference is ADA-compliant and accessible to all, please contact Amy Lawson at (800) 456‑5974 if you need assistance.

Westin Hotel Houston, Memorial City (SOLD OUT)
945 Gessner Rd.
Houston, TX 77024
(800) 937-8461

$125 single/double, plus applicable tax.
Check-in: 3 p.m. | Checkout: Noon.
Self-parking is available at the hotel for $10 per night.

  • The host hotel, The Westin Hotel, Houston Memorial City, is sold out.
  • If you would like to be added to the waiting list, please email Deanna Auert with your arrival and departure dates.
  • If you must cancel a room reservation, please notify Deanna Auert​. This allows others on the waiting list an opportunity to stay at the host hotel.
Surrounding Hotels:

Holiday Inn Express & Suites Houston - Memorial City Centre
10500 Katy Freeway
Houston, TX, 77043
(713) 821-3900

Hampton Inn Houston I-10W Energy Corridor
11333 Katy Freeway
Houston, TX, 77079
(713) 935-0022

Thursday, Nov. 9
5-6:30 p.m. Welcome Reception
024 Lounge, lobby level
Here's a great opportunity to network with fellow attendees over beverages and hors d'oeuvres.
Thursday, Nov. 9
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.

The Banking Structure Built To Serve Your Needs
Banking continues to change, and how you structure your bank relationship and accounts can definitively affect your service alternatives and materially affect your earnings potential. This session discusses how to put the best flexible bank account structures in place to serve you in multiple rate environments.

Ms. Linda Patterson, Director of Consulting, Meeder Investment Management

9:35-9:55 a.m. Break (Foyer)
9:55-10:45 a.m.

The Washington-Wall Street Connection
Developments out of DC continue to impact markets across a variety of sectors and products. This session will provide an overview of the near-term priorities in DC, the expected market impact, a look at what's next, and early look at the 2024 election.

Mr. Alex Anderson, Associate Analyst, Raymond James

10:45-11:35 a.m.

SVB, Signature and Credit Suisse: The What, Why and How of Bank Failures
This session will examine recent bank failures and what they mean for your county.

Dr. William Chittenden, CTP, Associate Professor of Finance, McCoy College of Business, Texas State University

11:35 a.m.-1:05 p.m. Lunch (on your own)
1:05-1:55 p.m.

Cybersecurity Essentials for Counties: 7 Mistakes you could be making as a Non-Technical Leader
In today's digital age, cybersecurity is a top priority for organizations of all sizes, including counties and local governments. The increasing frequency and sophistication of cyberattacks mean that safeguarding your county's digital infrastructure and sensitive data is essential. This session will provide you with a comprehensive overview of the 7 mistakes you could be making in Cybersecurity as a No-Technical Leader.

Mr. Justin Stringer, Senior Account Executive, VC3

1:55-2:45 p.m.

Investing in ARPA Funds
Effectively investing ARPA funds before they are spent can impact county budgets because all interest earned on these funds can be used to support the general operations of county governments. Discover practical strategies and best practices for local governments to maximize the impact of their ARPA funds through smart and strategic investments.

Mr. Mike Ablowich, Vice President, three+one

2:45-3:05 p.m. Break (Foyer)
3:05-3:55 p.m.

Why Not Cash
Yields have increased a tremendous amount in the last few years, and cash is paying more than it has in years. But when interest rates pause, or even decline, what areas should we be prepared to consider, and how should be think about positioning our portfolios once the rate hike cycle comes to a close.

Ms. Rachel Few, CIMA, Vice President, Wealth Advisor Consultant, Nuveen

3:55-4:45 p.m.

Internet Resources for Public Entities
In this session we will share internet sources relevant to public funds investors. We will show you how to perform broker/dealer background checks and where to find credit ratings data, and we will share sources for current and historical economic releases and quarterly benchmark data. Participants will learn where to find the knowledge and key information needed to thrive in today's uncertain interest rate environment.

Mr. Greg Warner, Managing Director, Co-Head of Municipal Cash Management, HilltopSecurities Asset Management, LLC

5-6:30 p.m. Welcome Reception
024 Lounge, lobby level
Here's a great opportunity to network with fellow attendees over beverages and hors d'oeuvres.
Friday, November 10
7:30-11:20 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.

Dr. William Chittenden, CTP, Associate Professor of Finance, McCoy College of Business, Texas State University

9:20-10:10 a.m.

Interest rates are up. Do I need to worry about Arbitrage Rebate?
This session will discuss the impact of rising interest rates on rebate and yield restriction requirements for issuers of taxexempt bonds. We will cover the general rebate requirements and some of the calculation basics, discuss the difference between arbitrage rebate and yield restriction, cover some of the exceptions to rebate, and review IRS enforcement.

Mr. Brian Helming, Managing Director, Head of Arbitrage Rebate, HilltopSecurities Asset Management, LLC

10:10-10:30 a.m. Break (Foyer)
10:30-11:20 a.m.

Public Funds Investing: The Final Challenge
Come prepared to use your knowledge of public funds investing with this interactive quiz game. Bring your A-game to compete in multiple-choice questions that are designed to test your knowledge on what was presented during the past day and a half. Questions will also cover 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. Sam Vaughan, Associate Financial Advisor, Ameriprise Financial Services, LLC

11:20 a.m. Closing Remarks and Adjourn

*Agenda subject to change

The McCoy College of Business at Texas State University is the education co-sponsor of the 2023 Texas Public Funds Investment Conference.

Continuing Education Type Hours
Attorneys (MCLE) Not Approved by State Bar of Texas MCLE Division
CPA/Auditors 10 Hours
Commissioners Pending
County and District Clerks Pending
County Investment Academy 10 Hours
County Judges Not Approved by Texas Judicial Academy
Justices of the Peace Not Approved by Texas Justice Courts Training Center
PFIA 10 Hours
Sheriffs and Constables (TCOLE) Not Approved by TCOLE
Tax Assessor-Collectors Pending
Treasurers Approved for up to 10 hours

Conferences fees are fully transferable to other participants upon request. All registration refund requests must be received in writing before Oct. 11 to receive a full refund minus the $10 administrative fee. Refund requests received after that date will be subject to an administrative fee equal to half of the registration fee. No refund requests will be honored after Nov. 6. Email Amy Lawson notice of cancellation.

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