Las Colinas Ballroom Foyer
Las Colinas E-F Ballroom
Las Colinas E-F Ballroom
Speaker: Dr.. Missy Pope, Founder and Principal, Pope Audit Group LLC
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.
Las Colinas Ballroom Foyer
Las Colinas E-F Ballroom
Speaker: Heath Stanley, Owner, President, CISO, Curated Cyber
Join us for an engaging session designed specifically for municipal leaders eager to enhance their understanding of cybersecurity essentials! Led by owners of a from a leading Cybersecurity firm for small to medium sized businesses, these discussions will cover key aspects of Information Security awareness and practical cybersecurity measures. From demystifying cybersecurity terminology to exploring simple yet effective strategies for protecting sensitive data, participants will leave equipped with actionable insights to fortify their defenses against digital threats. Get ready to empower your team with the knowledge and tools needed to navigate the world of cybersecurity with confidence! And we will play with AI too!
Las Colinas E-F Ballroom
Speaker: Dave Brayshaw, Managing Director, Masterson Advisors
Delve into expert strategies and best practices to avoid arbitrage rebates, ensuring compliance and optimizing financial management for Texas public funds.
Las Colinas E-F Ballroom
Speaker: Ellen Ehrnrooth, Washington Policy Research Associate, Raymond James
Developments out of DC continue to impact markets across a variety of sectors and products. This session will provide an overview of near-term policy priorities in DC, our views on the state of the race for the 2024 election and expected impacts across a range of electoral outcomes and policy scenarios.
Las Colinas A-D Ballroom
Here’s a great opportunity to network with fellow attendees over beverages and hors d’oeuvres.
Las Colinas Ballroom Foyer
Las Colinas Ballroom Foyer
Las Colinas E-F Ballroom
Requirements of the Public Funds Investment Act make investment reports a management tool that serves as an internal control. We will review the reporting requirements of the PFIA and discuss effective report elements. This session will also revisit cash flow forecasting and how to identify cash flow needs by utilizing historical and budgetary information to forecast cash available for an investment.
Las Colinas E-F Ballroom
Speaker: Stephen M. Flores, CTP, Senior Vice President, Director of Strategic Client Relations, First Financial Bank
Las Colinas Ballroom Foyer
Las Colinas E-F Ballroom
Speaker: Lisa Williams, CTP, CGFO, CPFIM, Cash and Debt Administrator, Finance Department - City of Arlington
The Cash Handling Training session covers a comprehensive overview of cash handling techniques and guidelines for accepting cash and other payment transactions.
Las Colinas E-F Ballroom
Speaker: Nany Rocha, Managing Director, Stifel Public Finance
This session will cover municipal bonds, the players and the options available to Texas counties.
Las Colinas A-D Ballroom
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 2024 and are new members of TAC’s County Investment Academy will also be recognized.
Las Colinas E-F Ballroom
Speaker: Dr. William Chittenden, CTP, President & CEO, Southwestern Graduate School of Banking
This session provides an overview of the banking industry’s latest trends and challenges. It offers insights into how banks are adapting to the changing interest rate and regulatory environments.
Las Colinas Ballroom Foyer
Las Colinas E-F Ballroom
Speaker: Greg Warner, Managing Director, Co-Head of Municipal Cash Management, HilltopSecurities Asset Management, LLC
This session focuses on how to use the power of Microsoft Excel spreadsheets to keep track of your investments. Start with basic concepts such as how to design your spreadsheets so you can easily manipulate the data. Quickly advance to financial calculations, including yields and weighted averages. Examine Excel’s database functions and learn how to use array formulas and embedded if/then statements to easily summarize complex data and create management quality reports.
Here’s a great opportunity to discuss with your peers timely topics in county investments. Take advantage of this guided discussion to learn what other counties of similar portfolio size are doing and share your ideas.
• Small Portfolio: Less than $20 million | Las Colinas E-F Ballroom
• Medium Portfolio: $20 to $99 million | Windsor Ridge
• Large Portfolio: $100 million or more | White Rock (Lower Level)
Las Colinas Ballroom Foyer
Las Colinas Ballroom Foyer
Las Colinas E-F Ballroom
Speaker: Ms. Linda Patterson, Director of Consulting, Meeder Investment Management
Gain insights into the importance of collateralization at FDIC banks and learn about the procedures and implications involved when utilizing collateral to protect public funds in times of need.
Las Colinas E-F Ballroom
Speaker: Vinny Bleau, Director, Fixed Income Capital Markets, Raymond James
The economy has performed better than expected. Higher for longer is the position of the Fed, but not higher forever. We can help find relative value in the current environment.
Las Colinas Ballroom Foyer
Las Colinas E-F Ballroom
Speaker: Dr. William Chittenden, CTP, President & CEO, Southwestern Graduate School of Banking
Hear the latest on the economy and what important events are on the horizon.
Las Colinas E-F Ballroom
Speakers: Sam Vaughan, Associate Financial Advisor, Ameriprise Financial Services, LLC
Carlos Pereda, Dimmit County Auditor
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 the last day and a half. Questions will also cover investment risks, controls and compliance with the Public Funds Investment Act.
Las Colinas E-F Ballroom