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    Texas Public Funds Investment Conference

    Texas Public Funds Investment Conference

    Speaker: Jeff Taylor, CTP, SVP, Corporate Banking Group Fraud Forensics, Regions Bank
    Payment fraud continues to be a constant threat to our businesses, families and government agencies. This session will focus on the primary fraud attack vectors experienced today, industry suggested practices for remediation, and resources to provide additional guidance for protection.

    Speaker: Nelson L. Bush, Managing Director, PFM Asset Management
    Hear about timely issues of the 89th legislative session and how possible outcomes could affect your office.

    Speaker: Dr. Ray Perryman, President/CEO, The Perryman Group
    This session will offer a perspective on the current state of the Texas economy and the factors influencing future growth, including major policy issues.

    Speaker: Linda Patterson, Consultant
    Learn how to navigate the bank account analysis process and explore banking products tailored for government entities. This session will provide practical strategies for maximizing the value of your public funds while strengthening your financial partnerships.

    Speakers: Patty Fougerat, Senior Vice President, Government & Institutional Banking, Regions Bank
    Amy Perez, Deputy Executive Director, Office of Management and Budget, Harris County
    Hon. Tracy Soldan, Kerr County Treasurer
    Hon. Jerry Yarbrough, Lamb County Treasurer
    Join this panel discussion to hear real-world experiences and best practices on transitioning depository banks. Panelists will share key legal requirements, common challenges, and lessons learned to help you prepare for a smooth transition.

    Speaker: Greg Warner, Managing Director, Co-Head of Municipal Cash Management, HilltopSecurities Asset Management, LLC
    The Public Funds Investment Act requires investment reports that not only meet compliance standards but also serve as valuable management tools. In this session, attendees will review reporting requirements, explore effective report elements, and learn how benchmarks can strengthen oversight through sample report analysis.

    024 Lounge, Lobby Level
    Here’s a great opportunity to network with fellow attendees over beverages and hors d’oeuvres
    Sponsored by: Hilltop Securities Asset Management, LLC

    Speakers: Keba Batie, Government & Education, U.S. Bank
    This session will define the various forms of payments counties may encounter — including wires, ACH, checks, cash, coins, and even cryptocurrency — and examine how each affects county operations, security and financial management.

    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.

    Speaker: Sam Vaughan, Associate Financial Advisor, Ameriprise Financial Services, LLC
    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.