2025 Curriculum
Leadership Responsiveness and Risk Mitigation in the New World of Treasury Management
Faculty and speakers are being added daily.
Sessions, faculty, and speakers are subject to change.
Executive Treasury Management Track
Day 1: Sunday, July 20, 2025
12:00–2:00 p.m.
Registration and Light Welcome Lunch
2:00–3:00 p.m.
Welcome and Opening Remarks
Including a special awards presentation
Faculty/Speakers:
3:00–4:15 p.m.
Treasurers’ Perspective (ETM)
Leadership in the Face of Change
Faculty/Speakers:
4:30–5:30 p.m.
NIPF Opening Keynote: Former Deputy Treasury Secretary Justin Muzinich (Core)
Faculty/Speakers:
6:00–8:00 p.m.
Welcome Dinner: Novo Café
Novo Café (Italian) - Westlake Village
Day 2: Monday, July 21, 2025
8:00–9:00 a.m.
Continental Breakfast
9:00–10:15 a.m.
From the Treasurers’ Perspective: Leadership Responsiveness and Risk Mitigation in the New World of Treasury Management (Core)
Engage in a unique, interactive experience featuring treasurers and treasury management perspectives from across the nation. Take part in an interactive discussion with experiences involving real Treasurers’ scenarios from operating in the modern world of public treasury management.
Faculty/Speakers:
10:30–11:45 a.m.
Organizational Structures: Strategies, Goals and Best Practices (ETM)
Strategy means understanding mission (e.g., public demands and / or legislative expectations), defining vision, and establishing key goals and milestones for measurement (which includes the importance of policies and procedures).
Faculty/Speakers:
11:45 a.m.–1:00 p.m.
Lunch
12:45–2:00 p.m.
Human Resources and Capital Management: Assessment, Development, and Empowerment (ETM)
Effective management requires an assessment of human capital (i.e., personnel), particularly from the perspective of where we need to be in the future (e.g., how to scope your needs). This session will cover organization, engagement and empowerment teams, and will also include the importance of policies and procedures.
Faculty/Speakers:
2:00–3:15 p.m.
Data Analytics: Using Data to Drive Decisions (ETM)
Data can justify (or not) policies and programs imposed upon or initiated by Treasury Offices. How do we identify and address data needs (e.g., internal build or through external opportunities) and how do we deploy data to make decisions, evaluate sustainability and build support for programs and initiatives? This session will share how to use data and to support evidence-based policies.
Faculty/Speakers:
3:15–4:30 p.m.
Technology Innovation: Assessing Systems and Implementing Change (ETM)
Technology advancements force us to assess legacy systems and processes. When change is imminent, how do we create an action plan to “close the gap”? In doing so, are there cultural or other factors that inhibit change effectiveness?
Faculty/Speakers:
5:00–8:30 p.m.
Dinner and Reception at The Sunset Malibu
The Sunset Restaurant - Malibu
Day 3: Tuesday, July 22, 2025
8:00–9:00 a.m.
Continental Breakfast
9:00–10:15 a.m.
Fireside Chat with Wesley Bull and Jonathan Wackrow (Core)
Risk Tradecraft in An Era of Asymmetric Threat Convergence
Asymmetric threat convergence has reshaped the modern risk landscape—where ideological volatility, operational disruption, and reputational distortion collide across domains.. This high-trust, intelligence-informed fireside delivers the risk tradecraft today’s leaders need to maintain clarity under pressure. Grounded in real-world operations and structured around SRG’s SPIDERR doctrine, attendees will leave with a precise, repeatable framework for navigating convergent crises—equipping them to see clearly, act decisively, and restore control when the stakes are highest.
Fireside chat with Wesley Bull, CEO, Sentinel Resource Group, and Jonathan Wackrow, Former United States Secret Service Special Agent, CNN Law Enforcement Analyst, Enterprise Risk Management Consultant, and Security Risk Management Subject Matter Expert
Asymmetric threat convergence has reshaped the modern risk landscape—where ideological volatility, operational disruption, and reputational distortion collide across domains.. This high-trust, intelligence-informed fireside delivers the risk tradecraft today’s leaders need to maintain clarity under pressure. Grounded in real-world operations and structured around SRG’s SPIDERR doctrine, attendees will leave with a precise, repeatable framework for navigating convergent crises—equipping them to see clearly, act decisively, and restore control when the stakes are highest.
Fireside chat with Wesley Bull, CEO, Sentinel Resource Group, and Jonathan Wackrow, Former United States Secret Service Special Agent, CNN Law Enforcement Analyst, Enterprise Risk Management Consultant, and Security Risk Management Subject Matter Expert
Faculty/Speakers:
10:30 a.m.–12:00 p.m.
Vendor Management: Choosing the Right Team and Smooth Transitions (ETM)
With change around us, Treasuries must assess partners on an ongoing basis. What considerations lead to change, how can we be nimble, and how does this translate into proven and effective solicitation processes? Importantly, how do we ensure that change does not disrupt the delivery of services to our constituents?
Faculty/Speakers:
11:45 a.m.–1:00 p.m.
Lunch
1:00–2:15 p.m.
Governance: How to Accomplish Objectives and Strategies (ETM)
What impact does change have on our fiduciary duties as fiscal stewards; what are the considerations and implications for Treasury Departments?
Faculty/Speakers:
2:30–3:45 p.m.
Policy Initiatives: Blending Operations and Aspirations (ETM)
Senior Treasury professionals will share innovative Programs that demonstrate leadership across a variety of policy initiatives. Among others, these initiatives will include the application of AI, investment expertise, unclaimed property, and the use of financial incentives to benefit constituents.
Faculty/Speakers:
5:00–9:30 p.m.
Dinner and Reception at the Reagan Library
Reagan Presidential Library and Museum
Day 4: Wednesday, July 23, 2025
8:30–9:00 a.m.
Continental Breakfast
9:00–10:15 a.m.
Straus Institute Session with Thomas J. Stipanowich (Core)
THE LINCOLN WAY: Lessons in Managing and Resolving Conflict for Today's Leaders and Problem Solvers
Summary: At a time when thoughtful leadership is especially critical for our nation and world, Lincoln’s example—and the lessons to be drawn from his life and career—matter more than ever. Lincoln grappled with conflict of all kinds and employed a wide range of strategies and tactics to manage and resolve disputes. Lincoln repeatedly showed that he could learn from experience, adjust to circumstances, re-shape his perspectives and practices to meet new challenges, and evolve as a moral person.
Thomas J. Stipanowich is William H. Webster Chair in Dispute Resolution and Professor of Law at Pepperdine University, as well as Professor of Law at the Straus Institute for Dispute Resolution (ranked number one among academic dispute resolution programs in thirteen of the last fifteen years by U.S. News & World Report), where he teaches courses in negotiation theory and practice, mediation, arbitration practice and advocacy, international commercial arbitration and international dispute resolution.
Summary: At a time when thoughtful leadership is especially critical for our nation and world, Lincoln’s example—and the lessons to be drawn from his life and career—matter more than ever. Lincoln grappled with conflict of all kinds and employed a wide range of strategies and tactics to manage and resolve disputes. Lincoln repeatedly showed that he could learn from experience, adjust to circumstances, re-shape his perspectives and practices to meet new challenges, and evolve as a moral person.
Thomas J. Stipanowich is William H. Webster Chair in Dispute Resolution and Professor of Law at Pepperdine University, as well as Professor of Law at the Straus Institute for Dispute Resolution (ranked number one among academic dispute resolution programs in thirteen of the last fifteen years by U.S. News & World Report), where he teaches courses in negotiation theory and practice, mediation, arbitration practice and advocacy, international commercial arbitration and international dispute resolution.
Faculty/Speakers:
10:30–11:45 a.m.
Lessons Learned: Bringing the ETM Back Home (ETM)
Featuring deputies, chiefs of staff to highlight takeaways from the week's sessions.
Faculty/Speakers:
12:00 p.m.
Closing Remarks