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.
Public Finance and Debt 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.
Current Market Trends and Outlook: (PFDM)
Provide an overview of current market dynamics and outlook while highlighting relevant financing structures observed in the market. This is similar to the 2023 session which provided the audience with a strong foundation in the capital markets.
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.
Investor Roundtable (PFDM)
This is an opportunity to hear directly from institutional investors regarding their perspectives on the municipal sector and subsectors. They will explore market forces driving their investment strategies as well as new products which may be driving demand for particular structures.
11:45 a.m.–1:00 p.m.
Lunch
1:00–3:00 p.m.
Federal Funding Landscape: Opportunities, Challenges and Risks: (PFDM)
The objective of this session is to provide an overview of current federal funding opportunities and potential challenges in leveraging them. Panelists will provide relevant case studies. Also, the session will explore the risks associated with the federal budget as it relates to tax policy.
3:15–4:15 a.m.
Regulator Roundtable (PFDM)
Representatives from the SEC and MSRB discuss current regulations and emerging initiatives.
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
10:30–11:30 a.m.
Innovative Financing Strategies to Manage Social and Environmental Challenges: (PFDM)
The objective of this session is to take a deep dive on individual sectors such as: workforce/affordable housing as well as building resilient infrastructure (transportation and utilities). Panelists will provide relevant case studies.
11:45 a.m.–1:00 p.m.
Lunch
1:00–1:45 p.m.
Managing Through the Potential Turbulence of a “Soft Landing” (PFDM)
Indeed, state credit quality is very strong as underscored by a significant uptick of rating upgrades over the last couple of years. For the most part states have successfully recalibrated their fiscal plans to account for a moderating economic outlook. Nevertheless, states must remain vigilant given slowing revenue growth and waning federal support in the face of continued demands on resources. This discussion will focus on the economic outlook, implications for state budgets and potential financing strategies.
3:00–4:15 p.m.
TBD (PFDM)
TBD
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.
Senior Investor Roundtable: Key Takeaways and the Road Ahead (PFDM)
TBD
12:00 p.m.
Closing Remarks