Nueces Ballroom Foyer
Nueces Ballroom
Nueces Ballroom
Speaker: Dr. William Chittenden, Ph.D., CTP, President & CEO, Southwestern Graduate School of Banking
This session will include an exploration of how tariffs impact the U.S. and global economies, examining both the immediate and long-term effects. The discussion will include insights into the complexities of tariffs, featuring real-world examples and analysis to enhance your understanding of this economic tool.
Nueces Ballroom Foyer
Nueces Ballroom
Speaker: Julie Young, Legislative Consultant to CTAT, Texas Association of Counties
Hear about timely issues of the 89th legislative session and how possible outcomes could affect your office.
Nueces Ballroom
Speaker: Heath Stanley, Owner, President, CISO, Curated Cyber
This presentation will cover essential security protocols for AI and LLMs, along with strategies for leveraging these technologies to enhance county management and service delivery.
Bayview Room
Here’s a great opportunity to network with fellow attendees over beverages and hors d’oeuvres.
Nueces Ballroom Foyer
Nueces Ballroom Foyer
Nueces Ballroom
Speaker: Laura Glenn, RBC Global Asset Management
Cash has been king for the last 2 ½ years. Investing cash matters. In this session we will focus on various strategies for investing short (investment
pools or bank products) and long term. We will discuss presenting investments to important stakeholders as well as for quarterly and annual reports.
Nueces Ballroom
Speaker: Matt Harris, CFA, Senior Vice President, Sr. Portfolio Manager, Hilltop Securities Inc.
The session will explore the fundamental theory of interest rates, including how expectations, market forces, and monetary policy interact. Harris and Warner will analyze 2024's wild oscillations in rates and why rate forecasts so often prove inaccurate. In addition, they will examine the current U.S. fiscal situation with a primer on government finances, focusing on mounting deficits and the ballooning national debt. Finally, they will discuss the futility of efforts to rein in federal spending.
Nueces Ballroom Foyer
Nueces Ballroom
Speaker: Vinny Bleau, Director, Fixed Income Capital Markets, Raymond James
We will look at different economic trends. Those trends will likely influence the Fed and interest rate policy. From there, we can find investments that help add value to your portfolio.
Nueces Ballroom
Speakers: Carlos Pereda, Dimmit/Zavala County Auditor
Amy Perez, Deputy Executive Director, Office of Management & Budget, Harris County
In this session, you'll learn how to assess cash flow needs using both historical data and budget projections. We'll explore how to forecast available cash for investment and apply that knowledge to develop effective investment strategies that maximize results.
Corpus A/B 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 2025 and are new members of TAC’s County Investment Academy will also be recognized.
Nueces Ballroom
Speakers: Kathryn Perry, Managing Director, Fixed Income Capital Markets, Raymond James
Barbara Parker, El Paso County Auditor
Hon. Renee Couch, Comal County Treasurer
Gain insights and confidence to strategically shift a portion of your portfolio from short-term investments in preparation for a lower rate environment. This panel will explore practical approaches for adapting to changing market conditions.
Nueces Ballroom
Speaker: Garrett Macdonald, CTP, FPAC, Chief Executive Officer, three+one
Nueces Ballroom Foyer
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 | Nueces Ballroom
• Medium Portfolio: $20 million to $99 million | Corpus C Ballroom
• Large Portfolio: $100 million or more | Laguna Madre
Nueces Ballroom Foyer
Nueces Ballroom Foyer
Nueces Ballroom
Speaker: Stephen M. Flores, CTP, Senior Vice President, Director of Strategic Client Relations, First Financial Bank
This presentation explores the evolving landscape of financial fraud and the rapid adoption of faster payments in Texas. Attendees will gain insights into emerging risks, best practices for mitigation, and strategies to ensure the secure management of public funds.
Nueces Ballroom
Amy Perez, Deputy Executive Director, Office of Management & Budget, Harris County
Tyrus Brailey, Managing Director and Industry Executive, Government, J.P. Morgan
Learn best practices for crafting effective requests for proposals (RFPs) and evaluating bids from potential service providers. Gain valuable insights
from banking experts on how to streamline your RFP process and enhance the terms of your depository contracts for maximum efficiency.
Nueces Ballroom Foyer
Nueces 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.
Nueces Ballroom
Speaker: Carlos Pereda, Dimmit/Zavala County Auditor
Hon. Tambra Kile, Ochiltree County Treasurer
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.
Nueces Ballroom