NEW! Conference presentations made available by presenters will be offered digitally ONLY. Hard copies will not be provided. Link to access presentations will be sent the week before the conference.
San Gabriel Ballroom F-K
San Gabriel Ballroom F-K
San Gabriel Ballroom F-K
Speaker: Paul Przybylski, J.P. Morgan
San Gabriel Ballroom F-K
Speaker: Dr. William Chittenden, Ph.D., CTP, President & CEO, Southwestern Graduate School of Banking
Gain a clearer understanding of how the Federal Reserve sets interest rates, why these decisions matter, and the direct impact they have on borrowing, saving, and the broader economy.
San Gabriel Ballroom F-K
Speakers: Dave Brayshaw, Managing Director, Masterson Advisors
Jennifer Arndt, Director, Masterson Advisors
This session will examine public fund investment strategies primarily through case studies. The topics covered will include public funds, eligible investment alternatives, investment constraints, arbitrage rebate considerations, bona fide bidding, and the risks associated with these investments.
San Gabriel Ballroom E
Here’s a great opportunity to network with fellow attendees over beverages and hors d’oeuvres.
San Gabriel Ballroom F-K
Speaker: Van C. Carter, Treasury Management Officer, PNC Bank
This session brings together two complementary and converging perspectives—the developing trends of banking and treasury platforms and the rapidly evolving modernization of payment rails, controls, and data—to help county investment and treasury professionals prepare for the next phase of public sector cash and payment management.
San Gabriel Ballroom F-K
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.
San Gabriel Ballroom F-K
Speakers: Hunter Hill, Managing Director: Head of Agency Trading, StoneX
Kathleen DeBellis, Director – Institutional Fixed Income Sales, StoneX
San Gabriel Ballroom F-K
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.
San Gabriel Ballroom E
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.
San Gabriel Ballroom F-K
Speakers: Linda Patterson, Consultant
Hon. Charles Bradley, Schleicher County Judge
Hon. Mark Beauchamp, Wichita County Commissioner
Hon. Renee Couch, Comal County Treasurer
Carlos Pereda, Dimmit/Zavala County Auditor
Join this interactive panel to learn how to effectively prepare and present your county’s investment portfolio and required quarterly reports to the Commissioners Court. Speakers will discuss best practices for simplifying technical data, anticipating questions, and building confidence among elected officials while meeting PFIA reporting standards.
San Gabriel Ballroom F-K
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.
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
• Medium Portfolio: $20-$99 million
• Large Portfolio: $100 million or more
San Gabriel Ballroom F-K
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.
San Gabriel Ballroom F-K
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.
San Gabriel Ballroom F-K
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.
San Gabriel Ballroom F-K