2019 Curriculum Theme

The Successful Integration of Risk Management in Public Treasury Management and Finance

*Faculty and speakers are being announced daily. Sessions, faculty, and speakers are subject to change.

Displaying Executive Treasury Management track

Day 1: Sunday, July 14

Registration
11:00 a.m.–2:00 p.m.
Session Description: Representatives will welcome participants and provide information and educational resources, as well as assistance with downloading the official NIPF app for use in live polling during course sessions.
Classroom/Location: Gullsway Patio
Welcome to the 2019 National Institute of Public Finance
2:00–2:45 p.m.
Session Description: Welcome and opening message from Andrew K. Benton, President, Pepperdine University; Deryck J. van Rensburg, Dean, Pepperdine University; Fiona Ma, California (Host) State Treasurer (California); and David Damschen, NIPF Co-Chair.
Classroom/Location: Large Auditorium
Treasurers’ Panel: Leadership Matters (ETM)
3:00–4:15 p.m.
Session Description: State treasurers will discuss examples of principles and processes followed in key decisions they have made over the last few years. Discussions will include: How do Treasurers and Senior Staff make difficult decisions in light of their governance obligations and fiduciary duties? What does it mean to be a leader making the “right choice”? How do you make the best choice for your situation? Every process should be governed by principles. What are the principles that guide us in the process? What are the processes and principles in each of the practice areas covered by this Track? Moderated by Gary Mangiofico, Ph.D., Executive Professor of Organizational Theory and Management, Pepperdine University Graziadio Business School
Keynote/Fireside Chat with 73rd United States Secretary of the Treasury John W. Snow (Core Session)
4:30–5:30 p.m.
Session Description: John W. Snow served as the 73rd Secretary of the U.S. Treasury from 2003 to 2006. During his tenure he led the Bush Administration’s economic team and steered the efforts to pass the landmark 2003 tax legislation which significantly lowered individual tax rates as well as taxes on dividends and capital gains.
Faculty/Speakers:
Classroom/Location: Large Auditorium
Welcome Reception and Dinner
6:00–8:00 p.m.

Day 2: Monday, July 15

Continental Breakfast
8:00–9:00 a.m.
Classroom/Location: session-location-execdining
From the Treasurer's Perspective (Core Session)
9:00–10:15 a.m.
Principles Governing Cash Management (ETM)
10:30–11:45 a.m.
Session Description: In this session, leaders will discuss how to build cash management/working capital programs and how to balance safety, liquidity and yield when considering short term investments (for any funds with a short-term component, typically referring to general fund, which would likely include cash management related to unclaimed property).
Lunch
11:45 a.m.–1:00 p.m.
Decision Making on Retirement Programs (ETM)
12:45–1:45 p.m.
Session Description: In this session, we will explore if retirement structures/models meeting the needs of stakeholders, trends in public plans (e.g., DB to DC issues), and solutions for private workers (e.g., Secure Choice).
Faculty/Speakers:
Risk Management Challenges (ETM)
1:45-3:00 p.m.
Session Description: In this session, we will explore how you define “Enterprise Risk” and your agency’s exposure to it (e.g., operational, headline, cyber, litigation risks), the development of strategies for avoidance and mitigation, and office transitions, including changes in elected or appointed officials, as well as changes at senior staff levels.
Faculty/Speakers:
Strategic Review of Sustainable Investing and ESG Strategies (ETM)
3:00–4:15 p.m.
Session Description: Plenary session with the Investments and Pensions track. Explore the latest strategies in Sustainable Investing and how successful implementation of these strategies may be achieved in the portfolio.
Classroom/Location: Large Auditorium
Reception and Dinner at the Four Seasons Westlake Village
6:30–9:30 p.m.

Day 3: Tuesday, July 16

Continental Breakfast
8:00–9:00 a.m.
Rising to the Challenge: Leadership Fireside Chat (Core Session)
9:00–10:15 a.m.
Session Description: Hon. Glenn Hegar discusses leadership with David Booth, Chairman and CEO of Dimensional Fund Advisors. David has won numerous awards for his accomplishments in applying financial theory and research to the practical world of asset management, and has written numerous articles, particularly for his pioneering work in indexing and small capitalization investing. He has served on the Investment Company Institute’s Board of Governors and the ICI’s Executive Committee. The University of Chicago Booth School of Business was named in his honor and David also serves as a lifetime member of the school’s advisory council.
Faculty/Speakers:
Consumer Education and Messaging to Stakeholders (ETM)
10:30–11:45 a.m.
Session Description: This session will explore how we set standards for and implement consumer education (e.g., financial education and literacy, not necessarily limited to state-run investment plans such as 529, ABLE and Secure Choice). Are there risks in providing consumer education? Are there exemplary strategies for delivery education, perhaps through customer service?
Faculty/Speakers:
Lunch
11:45 a.m.–1:00 p.m.
Challenges with Unclaimed Property Reform and Protections of Consumers (ETM)
1:00–2:00 p.m.
Session Description: Challenges with Unclaimed Property Reform and Protections of Consumers (ETM)
Faculty/Speakers:
Treasury Leadership: Policy Challenges and Program Initiatives (ETM)
2:15–4:00 p.m.
Session Description: This session will cover demonstrating leadership in governance and corporate engagement initiatives. Discussions will include partner/vendor selections (e.g., standards for MWDVBE participation), initiatives related to Treasury Management Systems (e.g., banking relationships/products or software solutions for integrated management), and the role economic development plays for Treasury Leadership.
Faculty/Speakers:
Reception and Dinner
6:15–9:30 p.m.

Day 4: Wednesday, July 17

Continental Breakfast
7:30–8:30 a.m.
The Straus Institute Special Program (Core Session)
8:30–9:45 a.m.
Lessons Learned (ETM)
9:30–11:45 a.m.
Session Description: Senior Staff participating in the Track will summarize key takeaways.
Institute Certificate Presentation and Wrap-Up
11:45 a.m.–12:00 p.m.