2025 Curriculum
Leadership Responsiveness and Risk Mitigation in the New World of Treasury Management
*Faculty and speakers are being announced daily. Sessions, faculty, and speakers are subject to change.
Executive Treasury Management Track
Day 1: Sunday, July 16, 2023
12:00–2:00 p.m.
Registration and Light Welcome Lunch
2:00–3:00 p.m.
Welcome and Opening Remarks
3:00–4:15 p.m.
Treasurers’ Perspective (ETM)
Leadership in the Face of Change
4:30–5:30 p.m.
NIPF Opening Keynote: Former Deputy Treasury Secretary Justin Muzinich (Core)
6:00–8:00 p.m.
Welcome Dinner (TBD)
Day 2: Monday, July 17, 2023
8:00–9:00 a.m.
Continental Breakfast
9:00–10:15 a.m.
Keynote Panel Discussion: “From the Treasurers’ Perspective” (Core)
10:30–11:45 a.m.
Organizational Structures: Strategies, Goals and Best Practices (ETM)
Concept – strategy means understanding mission (e.g., public demands and / or legislative expectations) and defining vision, and establishing key goals and milestones for measurement (which includes the importance of policies and procedures). Another way to capture this is “SMART,” which includes Specific, Measurable, Achievable, Relevant, Time-bound Goals.
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 (“how to scope your needs”). Can we use data to identify personnel gaps, empower teams, and create succession plans? Could also include the importance of policies and procedures.
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 could be a natural build from the assessment concepts discussed in Session 3.
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?
6:30–9:30 p.m.
Dinner and Reception at The Sunset Malibu
The Sunset Restaurant - Malibu
Day 3: Tuesday, July 18, 2023
8:00–9:00 a.m.
Continental Breakfast
9:00–10:15 a.m.
Fireside Chat with Wesley Bull (Core)
CEO Sentinel Resource Group
10:30 a.m.–12:00 p.m.
Vendor Management: Choosing the Right Team and Smooth Transitions (ETM)
• How do we “build a better mousetrap for the public?” (e.g., how do you develop, manage and improve call centers)
• What’s the “change” impact in the delivery of services? (consider, too, language and accessibility issues)
•How do we gauge, measure and test User Experience?
• How do we blend technology with constituent services (e.g., benefits payments, payment alternatives – even for consumer facing programs)?
• An important element here is that States are responsible for the work provided by the private sector, so there is a delivery of services to the States and then the delivery of services to the constituents. The Advisory Board would like both points addressed
• How do partners manage both the state’s expectations and the retail consumer
• What’s the “change” impact in the delivery of services? (consider, too, language and accessibility issues)
•How do we gauge, measure and test User Experience?
• How do we blend technology with constituent services (e.g., benefits payments, payment alternatives – even for consumer facing programs)?
• An important element here is that States are responsible for the work provided by the private sector, so there is a delivery of services to the States and then the delivery of services to the constituents. The Advisory Board would like both points addressed
• How do partners manage both the state’s expectations and the retail consumer
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?
2:30–3:45 p.m.
Policy Initiatives: Blending Operations and Aspirations – Policy Initiatives (ETM)
Could include financial empowerment and education, savings programs, other income-driven initiatives, ideally showing how data can drive the policy decisions Treasury leaders make).
5:00–9:30 p.m.
Dinner and Reception at the Reagan Library
Reagan Presidential Library and Museum
Day 4: Wednesday, July 19, 2023
8:30–9:00 a.m.
Continental Breakfast
9:00–10:15 a.m.
Straus Institute Session (Core)
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.
12:00 p.m.
Closing Remarks