Wisteria Ballroom
Speaker: Sydney Bender, CISSP, CISM, Business Information Security Officer, Capital Markets & Advisory, Raymond James
Cybersecurity affects every aspect of modern public service. Join us for a practical discussion on today's cybersecurity challenges and opportunities, with actionable insights to help build stronger counties and safer communities.
Wisteria Ballroom
Speakers: Corey Huston, Senior Vice President, Managing Director, Texas Public Finance, PNC Bank
Cindy Young, Senior Vice President, PNC Bank
This session brings together two complementary and converging perspectives that will help county investment and treasury professionals prepare for the next phase of public sector cash and payment management: the developing trends
of banking and treasury platforms and the rapidly evolving modernization of payment rails, controls and data.
Wisteria 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.
Wisteria Ballroom
Speaker: Stephen Flores, CTP, CBDA, Senior Vice President, Director of Strategic Client Relations, First Financial Bank
Gain a banker's perspective on the public funds RFP process, common pitfalls, and practical insights to help develop stronger RFPs and more competitive banking partnerships.
Wisteria Ballroom
Speaker: Laura Glenn, Director of Liquidity Management, RBC Global Asset Management
In this session, the speaker will discuss the importance of tracking cashflow and using both historical and current data to determine future cashflows. We will examine data readily available in the ACFR to gain a solid understanding
of cashflow and analyze various investments used for overnight and short-term investments. Let’s lift the hood and understand the inner workings.
Wisteria Ballroom
Speakers: Hon. Michael Lord, Gaines County Treasurer
Hon. Tracy Soldan, Kerr County Treasurer
Hon. Tambra Kile, Ochiltree County Treasurer
Sam Vaughan, Associate Financial Advisor, Ameriprise Financial Services, LLC
In this interactive session, attendees will work through real world scenarios to discuss and evaluate investment choices.
Wisteria Ballroom
Speakers: Greg Warner, Managing Director. Co-Head of Investment Management, Hilltop Securities Asset Management
Zach Brewer, Director of Investment Services, Texas CLASS
Dr. William Chittenden, Ph.D., CTP, President & CEO, SW Graduate School of Banking at SMU Cox
In this panel discussion we’ll review the current investment environment, present some out of the box options and answer attendee questions.
Wisteria Ballroom
Speaker: Nelson Bush, Managing Director, PFM Asset Management
High-quality commercial paper (CP) is a common component of short-term fixed income portfolios, including local government investment pool (LGIP) portfolios, as permitted by applicable state laws and individual investment policies. This session will help attendees gain a better understanding of CP, credit research, and current credit trends and insights. We will cover how CP can help LGIP investors achieve their investment goals and how we seek to minimize risks associations with investing in LGIP portfolios that we manage.
Wisteria Ballroom
Speaker: Kathryn Perry, Managing Director, Raymond James
Markets have a way of keeping investors on the sidelines. There’s always a reason to wait — uncertainty around policy, volatility driven by global events, or simply the belief that better opportunities will present themselves tomorrow. Today is no different. Interest rates have moved higher in recent periods, creating both hesitation and opportunity. Many investors are choosing to remain short, waiting for clarity on the direction of inflation, central bank policy, or broader economic conditions. But history shows that waiting for certainty often comes at a cost. By the time the path of rates becomes clear, much of the opportunity to lock in higher yields has already passed. In this session, we will walk through the options, the math and weigh the outcomes.
Wisteria Ballroom
Speakers: Amy Perez, Chief Financial Officer, Harris County Sports & Convention Corporation
Tina Peterman, Managing Director, Masterson Advisors LLC
Merita Kulpinski, Director, Municipal Underwriting, Cabrera Capital Markets
Municipal bonds help finance the infrastructure and public projects that communities rely on every day; but how does a bond actually get from an issuer to an investor? This session provides a practical, high-level introduction to the municipal bond market, walking through the basics of issuing debt, the key participants in a bond transaction, and how bonds are priced and sold. Panelists will also explore the other side of the transaction: who buys municipal bonds, what different investors are looking for, and how investor demand can influence an issuer’s borrowing costs. Whether you are new to public finance or simply want a better understanding of the market, this session will connect the dots from the issuer’s financing need to the investor’s portfolio.