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 Public Finance and Debt 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
Introduction to the Public Finance and Debt Management Track: The State of Public Finance (PFDM)
3:00–4:15 p.m.
Session Description: Treasurers and public finance experts will introduce the agenda for the track and discuss the scope of the municipal marketplace and the pressing current themes that shape the sector. Discussions will focus on significant issues facing public finance, in eluding liquidity, reporting and risk management, the current state of infrastructure policy and its consequences, the growing global influences of ESG, impact investing, and nontraditional investors.
Faculty/Speakers:
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.
Leading the Public Finance and Debt Management Functions: Governance and Transactions Processes for Results (PFDM)
10:30–11:45 a.m.
Session Description: Learn about best practices associated with the debt management process from inception to execution. The Interactive session will explore ways jurisdictions can improve communication, accountability, sustainability and transparency.
Faculty/Speakers:
Lunch
11:45 a.m.–1:00 p.m.
The Growing Challenges of Holistic Liability Assessment and Risk Management—Part I: Measuring Exposure, Stress Testing and Adapting Policy (PFDM)
1:00–2:00 p.m.
Session Description: As a necessary part of forecasting and budgeting, measurement of liabilities in a comprehensive fashion is ever more critical, especially in a world with increasing legacy liabilities and scarcer resources. Participants will learn to build a holistic understanding of liabilities, stress test them and consider policy strategies.
Faculty/Speakers:
The Growing Challenges of Holistic Liability Assessment and Risk Management—Part II: Strategies for Accountability Implementation (PFDM)
2:15–3:15 p.m.
Session Description: Participants will learn to create systems and processes to drive accountability and manage risks. A specific focus will be on driving best practices downstream to local governments. The session will use case studies and real experiences to highlight challenges and solutions.
Faculty/Speakers:
Technological Innovation and Big Data: Is Anything Having an Impact? (PFDM)
3:30–4:30 p.m.
Session Description: Explore how emerging technologies and big data are modernizing public finance by improving transparency, easing the burden of disclosure, lowering borrowing costs, and globalizing access to capital. Participants will have the opportunity to engage firms at the forefront of this frontier and explore their experiences.
Faculty/Speakers:
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:
Financial Institutions and Capital Markets Evolutions (PFDM)
10:30–11:45 a.m.
Session Description: Explore the landscape of the capital markets structure and current conditions with a special focus on the evolving landscape of participants, mapping sources of federal support and communicating with investors in order to maximize access to capital.
Lunch
11:45 a.m.–1:00 p.m.
Legal and Regulatory Issues: Questions for MSRB and the SEC (PFDM)
1:00–2:30 p.m.
Session Description: Obtain leading legal insight and perspective on the challenging regulatory infrastructure. Key topics include the general regulatory environment, primary regulators and standard setters of international financial markets, the U.S. legal and regulatory environment, tax considerations, and bankruptcy laws. Interactive session will provide a Q & A with regulators on topical concerns.
Financing Infrastructure (Combined Session with Public Finance and Investments Track) (PFDM)
3:00–4:45 p.m.
Session Description: The panel will explore how to finance necessary infrastructure and capture infrastructure investment opportunities globally.
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.
Public Finance and Debt Management from the Top (PFDM)
10:00–11:45 a.m.
Session Description: This session will focus on key takeaways and general Q&A. Leading treasurers will moderate a discussion of the key insights and takeaways from the Public Finance and Debt Management track’s sessions and curriculum.
Institute Certificate Presentation and Wrap-Up
11:45 a.m.–12:00 p.m.