Leadership. Responsibility. Growth. Sustainability.

Program in partnership with the National Association of State Treasurers (NAST) Foundation

2025 Curriculum: To Be Released

Sample Curriculum (2023): Leadership Responsiveness in the New World of Work

*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
Faculty/Speakers:
3:00–4:15 p.m.
Introduction to Public Finance & Debt Management Track: The State of Public Finance (PFDM)
Treasurers and public finance experts lead a discussion of the issues facing public finance in the wake of COVID, the increasing impact of public policy, demographic changes, inflation and economy, focusing on obstacles and solutions.
Faculty/Speakers:
4:30–5:30 p.m.
NIPF Opening Keynote: 76th United States Secretary of the Treasury Jacob Lew (Core)
Jack is a Managing Partner at Lindsay Goldberg and has been with the Firm since 2017.  Jack is a member of the Firm’s Investment Committee and serves on the board of Creation Technologies and Galen Mental Health. Jack joined the Firm after serving as 76th Secretary of the Treasury of the United States.  Prior to serving as Treasury Secretary, Jack served as President Obama’s Chief of Staff, as well as Director of the Office of Management and Budget under Presidents Obama and Clinton. Previously, he was Managing Director and Chief Operating Officer of two units within Citi and served as Executive Vice President and Chief Operating Officer of New York University, where he was also a professor of public administration. Jack earned his J.D. from Georgetown University Law Center and his A.B. from Harvard University.
Faculty/Speakers:
6:00–8:00 p.m.
Welcome Dinner at Malibu Farm Café
Malibu Pier

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.
Today’s Market Conditions and Their Implications for Financing (PFDM)
Market experts will frame the landscape of the capital market’s structure and current conditions with a special focus on the changes in interest rates, liquidity and investor demand. Additionally, they will invite discussion on how optimize resources from increased revenues and federal stimulus towards capital planning, in light of the above conditions.
Faculty/Speakers:
11:45 a.m.–1:00 p.m.
Lunch
1:00–3:00 p.m.
The Impact of Macro Events on the Public Finance Mission (PFDM)
Part I: An overview on how the mission of public finance – delivering essential services and public infrastructure - has evolved with an emphasis on navigating policy, access to resources and challenges to delivery of services. This session will use case studies from different jurisdictions to profile successes and challenges.

Part II: Breakout for specific sector discussions on housing, broadband, energy transition, water availability and education.
Faculty/Speakers:
3:15–4:30 p.m.
Joint Session - A Discussion with Regulators (PFDM)
A joint session with the Executive Treasury Management Track (ETM) where Treasury, SEC and MSRB leaders will review priorities, offer insights on the key regulatory topics of the day, and engage in Q&A.
6:30–9:30 p.m.
Dinner Reception at the Westlake Village Inn
Lakeside Patio

Day 3: Tuesday, July 18, 2023

8:00–9:00 a.m.
Continental Breakfast
9:00–10:15 a.m.
The Secret Vocabulary of Conflict Resolution (Core)
Conflict resolution competencies rely on the building block of interest identification. Most interventions, tricks, and techniques lead back to this fundamental concept. Interest Identification is often taught in a cursory fashion without a roadmap for how to practice or implement the skill. This plenary session is a deep dive into interest identification, the secret vocabulary of conflict resolution. Participants will leave with a paradigm for identifying interests, an understanding of the top ten interests in the public sector employee context, and an introduction to the skill of reframing. Interest Identification skills-building supports not only employee-employer relations, but ultimately positive outcomes for constituents, public/private partnerships, communities, and boards.
Faculty/Speakers:
10:30–11:45 a.m.
Addressing Risk Factors That Impact the Cost of Issuance (PFDM)
How to identify and address enterprise risk factors that contribute to higher or lower costs of financing, including climate risk, demographics and governance.
Faculty/Speakers:
11:45 a.m.–1:00 p.m.
Lunch
1:00–1:45 p.m.
Technology’s Growing Role in Public Finance (PFDM)
A panel of solution providers will discuss use cases for specific technologies that support government with: (A) procurement and payment optimization; (B) small business government grant/loan administration for urban/rural communities and tax credit/energy rebates; (C) public safety risk mitigation; (C) American Rescue Plan Program Implementation (Clean Fleet Initiative); and (D) how to source and integrate technology on time and on budget.
3:00–4:15 p.m.
Joint Session - The Evolving Demands for U.S. Infrastructure (PFDM)
In a joint session between the Investments and Pensions track and the Public Finance track, treasurers and investors will discuss how the policy and capital needs for US public infrastructure have evolved to require greater collaboration with the private sector. How has the mission changed? Where is the opportunity for investors?
5:00–9:30 p.m.
Reception, Self-Guided Tour, and Dinner at the Ronald Reagan Presidential Library and Museum
Reagan Library: Ruwe Terrace

Day 4: Wednesday, July 19, 2023

8:30–9:00 a.m.
Continental Breakfast
9:00–10:15 a.m.
On the Horizon - Technology Integration into Treasury – Highlighting AI and ChatGPT (Core)
Faculty/Speakers:
10:30–11:45 a.m.
Key Takeaways and General Q&A (PFDM)
Leading treasurers will moderate a discussion of the key insights and takeaways from the Public Finance and Debt Management track’s sessions and curriculum.
Faculty/Speakers:
12:00 p.m.
Closing Remarks